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almeida10
Level 1

quickbooks online how to change location of multiple transactions/expenses

How can I change the location of multiple transactions/expenses using quickbooks online? I do not have quickbooks accountant, only quickbooks online and all I want to know is if there is a way I can change the locations of a transaction/expense in bulk at once, instead of having to go one by one?

 

Thank you

2 Comments 2
Ryan_M
Moderator

quickbooks online how to change location of multiple transactions/expenses

Let me take care of this query for you about reclassifying transactions by batch in QuickBooks Online (QBO), @almeida10.

 

The specific feature you stated above is exclusive to the QuickBooks Online (QBO) Accountant and Advanced versions. With that said, you can either invite a QBO Accountant user to your company and change the locations on those transactions or upgrade to the Advanced version. 

 

When you're ready, open this article for the steps: Reclassify or move multiple transactions at once. It has the steps on how you can proceed to change the location of your transactions. Here's a short video on how you can reclassify transactions in QBO Advanced.

 

Post a reply in the comments below if you have other questions about reclassifying transactions in QBO. I'll be around to help you out. Enjoy the rest of the day!

Fiat Lux - ASIA
Level 15

quickbooks online how to change location of multiple transactions/expenses

@almeida10 

Open a QBO Accountant account for yourself. Contact us in private if you don't know what to do.

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