Reclassify or move multiple transactions

Some transactions link to certain accounts or features, so you can't reclassify them.

• Payment accounts: You can't change the payment account (bank or credit card) for expenses.
• Inventory adjustments: You can't change the account or class for inventory adjustments. They’re connected to your inventory shrinkage and asset accounts.
• Transactions with items: You can't change the account for invoices, sales receipts, checks, or bills that include products or services. You can only change the class.
• Billable expenses: You can't change the income account for the related income transaction, but you can change the expense account for a billable expense.
• Payroll transactions: You can't change payroll transactions, but you can manage them in the Payroll app.

1. Go to Settings , then Dimensions, then the Dimension assignment dropdown, then Reclassify transactions (Take me there).
2. Select an Account type.
   • Select Profit and Loss to access income and expense accounts.
   • Select Balance Sheet to access your asset, liability, and equity accounts.
3. Review the list of transactions and select the checkbox for each one you want to move.
   Tip: You can also type the transaction or set a date to filter your list and find what you need faster.
4. Select Reclassify.
5. In the Reclassify transactions window, select a new Account, Class, or Location to apply to the selected transactions.
   Note: Assign a customer or vendor before you move a transaction to Accounts Receivable or Accounts Payable.
6. Select Apply.