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OptimalTH
Level 1

Reclassify Transactions

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?

Solved
Best answer June 22, 2020

Best Answers
Anna S
QuickBooks Team

Reclassify Transactions

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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3 Comments 3
Anna S
QuickBooks Team

Reclassify Transactions

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
Level 1

Reclassify Transactions

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
Level 1

Reclassify Transactions

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

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