cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
chrismassey5
Level 1

How do I reclassify multiple transactions at once (batch reclassify)? I have searched online and cannot locate how to do this on QB Online.

 
1 Comment 1
jenop2
QuickBooks Team

How do I reclassify multiple transactions at once (batch reclassify)? I have searched online and cannot locate how to do this on QB Online.

The Reclassify Transactions feature is currently available in both the QuickBooks Online Advanced and QuickBooks Online for Accountants versions, Chris. Let me provide you with more details about this feature.

 

If you are using the Advanced version, click on the Gear icon and search for the Reclassify Transactions option.

 

If you are using the QuickBooks Online for Accountants version, you can find this feature under the Accountant Tools menu.

 

reclassify.png

 

Once you see it, follow these steps on how to reclassify multiple transactions at once:

 

  1. Select a date in the From and To fields.
  2. Choose filters to narrow down the list of transactions that you want to reclassify.
  3. Select transactions by clicking the boxes before them.
  4. Click Reclassify.

 

reclass.png

 

Let me share these articles for additional details about using this feature:

 

 

If you're subscribed to Simple Start, Essentials, or Plus, you'll want to upgrade your account to Advanced to activate this feature. You can use this article as a guide: Upgrade or downgrade your QuickBooks Online edition.

 

You can also manually open each transaction and change the accounts or categories in the Category column if you want to stay in your current plan.

 

Here's an article as a quick guide: Find, review, and edit transactions in the account history in QuickBooks Online.

 

Here are additional articles just in case you might need them when working with your banking transactions:

 

 

Feel free to come back here if you have any other concerns when managing your financial data in QuickBooks. We're always here to help.