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Level 2

how to change class for range of transactions

I have set up classes.  I need to be able to double click an income statement account and change the class for all the transactions.  is there a way to change all the transactions from one class to another class in a batch?

3 Comments
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Level 15

how to change class for range of transactions

You didn't state if you are using Pro or Premier. Here is where you have to proceed understanding what you asked: Changing class in the Income only, makes an Out of Balance By Class balance sheet, if you just "move income" like that. You can change the Class, not the transactions, if everything is wrong. Merge or rename that class.

 

Otherwise, you would update the Transactions, not the income account.

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Level 2

how to change class for range of transactions

I'm using Desktop Enterprise

 

I'm only needing to change Class.  So, if I select an income statement account and bring up all the transactions for the year, they are currently assigned to a class, where i want to change the class for all the transactions.  The transactions will remain in the same periods and accounts.  is there a way to change all the transactions for a period, within an account, to a different class without having to change each one individually?  thank you

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Moderator

how to change class for range of transactions

Hello there, gaterbate.

 

Thank you for getting back to us and providing more details about changing the class of the transactions by batch.

 

Right now, you can only perform Batch Enter or Batch Delete/Void Transactions in QuickBooks Desktop Enterprise. Updating the transactions by batch to change the class is currently not available.


I will also be sending this request directly to our product enhancement list. There are updates to QuickBooks which are released from time to time based on user requests.

 

I also recommend you send feedback straight to our product developers by following the steps below:

  1. Click the Help tab at the top menu bar.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.

Please keep in touch with me for any QuickBooks questions, I'm here to lend a hand.

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