Reclassify or move multiple transactions

Need to change more than one transaction at once? In QuickBooks Online Accountant and QuickBooks Online Advanced, you don’t have to edit them one at a time. Edit multiple transactions at once or move them to new accounts with the reclassify tool. 

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This video shows the QuickBooks Online Advanced experience, but is useful for the Accountant View experience. Find the specific steps for your account below.

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Prerequisites

First, make sure you know which transactions you want to reclassify. There are a few reports you can use to find this information, like the Profit and Loss report.

Follow this link to complete the steps in product.

If you want to change the location of your transactions, set up locations for your account.

Reclassify and move transactions

Follow this link to complete the steps in product

1. Go to Settings ⚙ and select Reclassify transactions.
2. Select an Account type.
   • Choose Profit and Loss to see income and expense accounts. 
   • Choose Balance Sheet to see your asset, liability, and equity accounts.
3. Select the checkbox next to each transaction you want to change.
4. Select Reclassify.
5. Select a new account, class, or location from the transactions you want to change.
6. For the transactions you’re changing, select a new account, class, ‌or location.
   Important: Before you move transactions to Accounts Receivable or Accounts payable, make sure there's a customer or vendor. Don’t leave these fields blank.
7. When you’re ready, select Apply.

Related links

• Set up and use location tracking