It's good to see you here today, mcd. Let me share some insights and guide you on reclassifying transactions in QuickBooks Online (QBO).
The reclassifying multiple transactions at once is not available in QBO Essentials. This feature is only available in QBO Advanced and QBO Accountant. Hence, in reclassifying the transactions, I suggest contacting your accountant if you have one.
Otherwise, you'll have to edit your transactions one at a time. I'll show you how:
- Go to the Accounting menu, then choose Chart of Accounts.
- Select the account that you want to reclassify by clicking the View register.
- Locate the transaction that you'll reclassify.
- Tap this to expand and click Edit.
- From there, you can change the account.
You can also utilize a Journal Entry to move the balances from one account to another. I highly recommend reaching out your accountant to guide you along the process.
Moreover, you can also consider upgrading your subscription to QBO Advanced. In this way, you can use the reclassifying tool seamlessly to save time and make changes to multiple transactions at once.
On the other hand, feel free to check out this article as your reference for future online bank categorizing transactions: Categorize online bank transactions in QuickBooks Online.
We'll be happy to see you here again in the Community space. Feel free to post here again if you have any additional questions about reclassifying multiple transactions. We've got you covered, and we'll get back to you. Take care.
