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sales-tastyzayto
Level 1

How do I move transactions (in bulk) that posted to my "cash on hand" instead of my bank account from the chart of accounts?

 
1 Comment 1
Sherrie_F
QuickBooks Team

How do I move transactions (in bulk) that posted to my "cash on hand" instead of my bank account from the chart of accounts?

I've got some ways for you to move and reclassify your transactions, @sales-tastyzayto.

 

Firstly, let's ensure to invite your QuickBooks Online accountant.

 

If your accountant is invited already, only the accountant can move these transactions since the reclassify feature is only available in QuickBooks Online Accountant and QuickBooks Online Advanced.

 

Here's how: 

 

  1. Open your client's QuickBooks Online company.
  2. Select the Accountant Tools, then Reclassify transactions.

 

On the other hand, if you want to upgrade to QuickBooks Online Advanced. It's the time that you can move the transactions by yourself. I'd be glad to show you how:

 

  1. Open your QuickBooks Online account.
  2. Select Settings, then Reclassify transactions.

 

For visual reference, I've added a screenshot below.

 

Capturex.PNG

Capturex.PNG

 

Lastly, here's an article that you can browse through for you to be able to categorize similar transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

If you need further assistance managing your transactions, let us know by hitting a Reply down below. We'd be glad to assist at any time. Stay safe and have a good one.

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