Reclassify Transactions

OptimalTH · ‎June 22, 2020

I need to reclassify several hundred credit card transactions that were downloaded from Chase. They were older transactions so I had to manually download using their connect tool, which worked fine, but it placed the transactions into a unique download account in my GL. I approved and integrated them into QB before I noticed they were in the wrong account. I know how to reclassify them one at a time but the only instruction I can find on a batch re-class process requires I have the accountants version or the online version of QB. I have QB Pro 2018 desktop version. Is there a way to batch re-class using available resources?

Anna S · ‎June 22, 2020

Good afternoon, @OptimalTH.

I hope all is well. I'd be glad to provide some info about reclassifying transactions in QuickBooks Desktop.

After doing some research, I can confirm that the only way to batch reclassify transactions is to have the accountants versions of Desktop, Enterprise, Accountant Enterprise, or a QuickBooks Online account. If you need to reclassify them, you'll have to do it one by one unless you get one of the other versions. You can check out this article about reclassifying transactions for more information.

I'm only a few clicks away should you have any other questions. Take care.

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Anna S · ‎June 22, 2020

Good afternoon, @OptimalTH.

I hope all is well. I'd be glad to provide some info about reclassifying transactions in QuickBooks Desktop.

After doing some research, I can confirm that the only way to batch reclassify transactions is to have the accountants versions of Desktop, Enterprise, Accountant Enterprise, or a QuickBooks Online account. If you need to reclassify them, you'll have to do it one by one unless you get one of the other versions. You can check out this article about reclassifying transactions for more information.

I'm only a few clicks away should you have any other questions. Take care.

OptimalTH · ‎June 24, 2020

I replied previously but don't see it posted. Thanks for your conformation, I suspected this was the case. Looks like I have lots of clicking to do.

OptimalTH · ‎June 24, 2020

Thanks for your confirmation, I suspected this was the situation. Looks like I have a lot of clicking to do. :)

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Reclassify Transactions