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Join nowHi, (Sorry I'm new to QB). I need to set up a new account which is a straightforward process. My question is: Can I reclass prior period amounts to this new account or is it available on a go forward basis only? Any workarounds?
Thanks
Good afternoon, @DonP.
I hope you're having a great business week. I'm here to give you some information about reclassifying transactions in your new account. Currently, there isn't an option to reclass prior periods to new accounts in Desktop. Although, you can manually change the accounts and the payees of each transaction before you add them to your registers. The screenshot below will show you a visual guide.
You can also reference this article on adding and matching bank feeds for more information. You can also visit our blog page for any new updates to our programs.
Feel free to hit Reply for any other questions or concerns you may have. I'm always here to help.
Utilize the importer tool to import your data transaction in the new class as replacement in bulk. Then utilize the deleter tool to delete the old ones in bulk.
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
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