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WSP
Level 1

Bulk Reclassify in Desktop

Desktop version - QB 2021 - want to go back and reclassify transactions in bulk, merging one expense category with and into another category.

 

Does this require that I have the Accountant version of QB 2021?

3 Comments 3
MorganB
Content Leader

Bulk Reclassify in Desktop

Good morning, WSP.

 

Thanks for reaching out for support here in the Community. I'd be glad to provide some info about reclassifying transactions in your QuickBooks Desktop account.

 

To reclassify transactions in bulk, you are correct, this would require an accountant's version of the software. The following linked article provides the info to get this done: Accountant tools: Reclassify your client’s transactions

 

However, you are still able to complete this in your account without an accountant, it would just need to be done manually. Here's how:

  1. Open each transaction (bill, invoices, checks, etc.).
  2. Make the necessary changes and update the class.
  3. Click Save and Close
  4. Replicate the steps for the rest of the entries.

With this info you'll be able to get your transactions reclassified. Please don't hesitate to reach out if you have any other questions. Take care!

WSP
Level 1

Bulk Reclassify in Desktop

Thank you for this prompt response. 

MorganB
Content Leader

Bulk Reclassify in Desktop

You're very welcome, WSP. I hope you have a wonderful holiday season!

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