Reclassify transactions

Hi there, andy@wct.org.

Removing the assigned class to a transaction is pretty easy. You'll want to open the transaction and remove the class from there.

Here's how:

1. Find and open the transaction.
2. From the Class field, highlight the class name, then press the Delete key on your keyboard.
3. Click Save.

Please know that you can use the Reclassify tool to change multiple transactions or move them to a different account. You can browse this page to learn more about the process: Learn how to use the reclassify transactions tool to batch edit transactions.

If you want to keep track of each segment in your business, you run reports by class and customize them. I'm adding these articles as your guide.

• Run Reports By Class
• Filter, sort, or total reports by Class.

Let me know if there's anything else you need by commenting below. I'll be right here to answer your questions.

MaryLandT,

Thanks for the prompt reply ... sadly, I have 1,000s of transactions, all assigned to the same class ("OPERATING") which we'd like to remove.

If I could DELETE the class entry OPERATING, I'd do that, but I can only inactivate, not delete.

If I could CHANGE he class entry from OPERATING to blank, I'd do that, but when I try to edit the entry and change it to blank, system responds "Please enter a value for this required field".

System also does not let me do a RECLASSIFY TRANSACTIONS to a blank class.

Any other ideas?

Andy

Welcome back, andy@wct.org.

Let me continue to address your concern about reclassifying transactions with a blank entry.

In QuickBooks Online (QBO), the system really requires you to enter an information when reclassifying a transaction. Also, you have to take note of the following:

• You can’t change the account or class for inventory adjustments since they’re connected to your inventory shrinkage and asset accounts.
• You can change the class for invoices, sales receipts, checks, or bills with items (products or services) on them. However, you can’t change the accounts.

Learn more about the reclassify feature of QBO through this article: Reclassify or move multiple transactions at once.

I can see how having the ability to customize the reclassifying of transactions in QBO would be helpful for you and your business. That said,  them. encourage you to send us your thoughts and ideas for this specific request so our product engineers can review them. They're always looking for ideas to consider on how to improve QBO.

Here's how:

1. Go to the Gear located at the top.
2. Under Profile, click Feedback.
3. Enter your recommendation and select Submit.

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

I also suggest visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Please refer to the link shared by my colleague above.

As always, add a comment below if you have any other questions about reclassifying feature in QuickBooks. Take care!

Thanks guys...

So to recap, the only way to remove the class is to edit each JE or transaction individually, there is no programmatic way to make this happen.

Conservatively, we have about 27,000 journal entries (from a data import before go-live, but we can't re-run that), and then about 2,000 invoice transactions.

I can make a request of development, how long, realistically, would that take? Weeks? Months? Years?

Feeling a little desperate here (30,000 records!),

Andy

Allow me to join you here and answer your questions about changing classes, Andy.

Yes, you'll need to open each journal entry to remove or delete the assigned class. 

Our engineers will also review the submitted feature requests. However, there's no estimated timeframe or guarantee that it will be added to the program. It will depend on the number of requests they receive or if the request is doable or not. The more request they receive for a specific feature, the more likely it will be added in the future. 

The Community is always here if you need anything else. 

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andy@wct.org wrote:

So to recap, the only way to remove the class is to edit each JE or transaction individually, there is no programmatic way to make this happen.

 

Conservatively, we have about 27,000 journal entries (from a data import before go-live, but we can't re-run that), and then about 2,000 invoice transactions.

andy@wct.org 

Another option, sign up for a new QBO account and purchase a third party service to convert your historical data by removing unused classes. You can still work on your QBO account for the time being and at the cut-off date, the service provider will migrate your remaining data from your existing QBO account to the new QBO account as the second stage conversion.