Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowBatch reclassify is an option only in the accountants version. You can have one of your invited accountants do this
@john-pero wrote:Batch reclassify is an option only in the accountants version. You can have one of your invited accountants do this
No you can't batch reclassify Item, even in the accountants version
I have sent a lot of invoices with wrong services. I'd like to use an excel spreadsheet which has the invoice # and the correct service and use this to batch correct the invoices (most are already paid) Is there a way I can do this? The descriptions, units and $$ are all correct on the invoices, just the services are incorrect.
It looks like the responses below are a bit conflicting.
Thanks for joining the thread, @5530 4942 0,
What version of QuickBooks Online do you have? At the moment, the option to edit invoices by batch is available in QuickBooks Online Advanced. If you have the same version, follow the steps below:
You will see these steps in this Community guide: Edit multiple invoices at the same time in QuickBooks Online Advanced
However, if you're using the regular QuickBooks version, you will need to manually update the transactions one at a time. Find the transaction in the Sales menu or in the customer's profile.
Feel free to visit our Sales and customers page for additional tips and help with your income and clients.
If you have any further questions about this topic, let me know in the comment section below. I'll be here to assist you further. Have a nice day!
If you are not using QBO Advanced, utilize a 3rd party tool. You may export the Invoice data to XLS/CSV, modify them, and reimport them back into your QBO. Make sure to overwrite the data to avoid duplication.
https:// transactionpro.grsm.io/qbo
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.