How do I change things that have been miscategorized? E.g. supplies, bank fees, rent etc have been misfiled as members draw

Greetings, @missandrea4color. You can manually classify transactions or batch reclassify them using the Accountant version of QuickBooks Online (QBO).

In QuickBooks Online (QBO), the option to batch reclassify is unavailable. You can only manually update the category for misclassified transactions. Here’s how:

1. Go to the Accounting menu and select Bank Transactions.
2. Select the specific account and click on the Categorized tab.
3. In the Category section, select the specific transaction and manually update it to the correct category.

If you want to batch reclassify the categories to the correct ones, you can use the Accountant version of QBO or ask your accountant for assistance. Here’s how:

1. Go to the Gear icon or Settings and select Reclassify Transactions.
2. Choose the appropriate Account types and basis. Then, select the correct Account for the misclassified transactions.
3. Filter the transactions by date and select the specific transactions you want to reclassify. Then, click Reclassify.
4. From the Change account to drop-down menu, select the correct Category or Account.
5. Optionally, update the class or location, and then click Apply.

You can check this article to learn about the types of transactions you can’t move: Reclassify or move multiple transactions.

Also, consider checking out our QuickBooks Live Expert Assisted team. They can help you manage your transactions, update your accounts, and assist with reconciliation.

We’re always here to help you if you have any other concerns.