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Level 1

change multiple transactions at one time

Hello, I'm work in the Profit and Loss Report, I have a bunch of Uncategorized Expenses in the transaction report. Is there a way to select them all and change them to all of the same category "Member Draw?" Thank you, Diane

4 Comments
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Community Champion

change multiple transactions at one time


Good evening @DianeORock:

 

The only way to do that is to use the reclassify Feature in QuickBooks online accountant. If you don’t have that program, maybe reach out to your CPA or a proadvisor as they can help you with that. They will have that feature in their program.   But in the regular QuickBooks online  program, that feature does not exist. 

 

If you have any other questions, please reach out to me.  I am here to help you.

 

Lynda

Highlighted
Level 9

change multiple transactions at one time

If the transactions were recently added via the bank feed, you could sort by date and/or description and "undo" the add of the transactions you want to reclassify. Then write a rule for the transactions in question, which will automatically be applied, then select all of the recognized transactions with the rules applied and accept the selected transactions all at one time.

 

The reclassify feature in the QBOA version works great, but as Lynda said, it is only available in the Accountant version of QuickBooks Online.

Highlighted
Level 10

change multiple transactions at one time

@DianeORock

Yes, you can do batch re-categorize for expense transactions in QBO if they are recorded to Account details tab but not to Item details tab (like for Inventory items). You can't also batch reclassify Split transactions.

In fact, this feature in QBO is much simpler that QBOA batch Reclassify Transactions feature from Accountant's toolbox.

To reclassify category in batch for account details entries:
From the homepage dashboard > Expenses > Expenses > Select transactions need to be reclassified to another account category > Select “Categorize selected” under Batch actions > Select NEW Category > Apply.

NOTE: You can also sort the "Category" column for expense transactions if needed.

See screenshot below for reference.

batch_reclass.jpg

.

Batch_Categorize2.png

Highlighted
Community Champion

change multiple transactions at one time

I forgot about this feature! Great call, Paul. And it is really great to use at year end as you go thru each vendor and make sure they are all in the same category! I wish I could mark your answer as solved. Maybe the poster will. :)

Lynda

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