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Limited time. 50% OFF QuickBooks for 3 months.
Buy now & saveHow may I add a CLASS to multiple transactions?
@ad61 If you are referring to doing a bulk reclassification, you'll want to get in touch with someone who has an Accountant's version or role in QBO.
They have all the nice toys.
If you have the Accountant and Advance version of QuickBooks Online (QBO), you can use the reclassify tool to save time and make the same change to multiple transactions at once, @ad61. I'll share the steps that can guide you.
If you don't have an accountant version you can follow FishingForAnswers to invite an accountant to perform the actions. Here's how: Invite an accountant to review your accounting in QuickBooks Online.
Additionally, I've included an article about the maximum number of billable and accountant users you can add in QuickBooks. This helps you verify if how many users you can set up in your account: How many users can I set up?.
If you have further questions about reclassifying transaction tools in QuickBooks, click the reply button below. The Community team is always here to help.
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