Hi, Martin Markovits.
You can use the reclassify tool to move transactions to similar accounts or change their class. Let me guide you with the steps.
- Open your client’s QuickBooks Online company. Select the Accountant Tools (briefcase) icon. Then, select Reclassify Transactions.
- From the Account types drop-down menu, select Profit and Loss to see income and expense accounts. Or select Balance Sheet to see your asset, liability, and equity accounts.
- From the Account list, select the account with the transactions you want to change.
- Use these filters:
- Type: Filter by transaction type.
- Class: Filter by transactions under a Class or no class. If it’s not available, turn on class tracking.
- Customer/supplier: Filter for a specific customer or supplier.
- Modify: Filter by transactions that you can modify.
- GST: Filter for tax amounts.
- Select Find Transactions.
- Select the box for each transaction you want to change. Then select Reclassify.
- Select a new account to move the transactions to, or a new class from the drop-downs.
- When you’re ready, select Apply.
Also, you can create a rule to filter specific transactions that you need to reclassify by a certain date.
For more information and detailed steps, please check this article: Reclassify or Move Multiple Transactions At Once.
You can also use a spreadsheet to import your accounts and skip manual entry. Please visit this article for detailed steps: Move Your Chart Of Accounts to QuickBooks Online.
Post a reply below if you have any other concerns. We're always around to help.
