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Reclassify or move multiple transactions

by Intuit•281• Updated 4 days ago

Reclassify more than one transaction at once using the Reclassify transactions tool in QuickBooks Online Advanced and QuickBooks Online Accountant. Move transactions to a different account, class, or location all at once, so you don't have to edit them one by one. 

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When to use the Reclassify transactions tool

Use this tool when you need to correct or change the assigned account, class, or location for transactions that have already been recorded.

To find transactions that may need reclassification, you can run a Profit and Loss report.

Follow this link to complete the steps in product Open this link in a new window

If you plan to reclassify transactions by location, you must first set up locations for your account.

Transaction types that can't be moved

Certain transactions can't be reclassified due to their connection to specific accounts or features.

  • 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 change the class for invoices, sales receipts, checks, or bills that include products or services. You can't change the account.
  • Billable expenses: You can change the expense account for a billable expense, but not the income account for the related income transaction.
  • Payroll transactions: Payroll transactions must be managed from the Payroll app.

Reclassify and move transactions

Follow this link to complete the steps in product Open this link in a new window

  1. Select an Account type.
    • Choose Profit and Loss to access income and expense accounts. 
    • Choose Balance Sheet to access your asset, liability, and equity accounts.
  2. Review the list of transactions and select the checkbox for each one you want to move.
  3. Select Reclassify.
  4. In the Reclassify transactions window, select a new Account, Class, or Location to apply to the selected transactions.
    • If you move a transaction to Accounts Receivable or Accounts Payable, you must assign a customer or vendor to it.
  5. Select Apply.

Related links

QuickBooks Online AccountantQuickBooks Online Advanced