How to reclassify multiple transactions in quickbooks online

When working in QuickBooks Online, you might run into a situation where you need to make changes to a large quantity of transactions. For example, maybe you accidentally coded a month’s worth of transactions to Postage Expenses when they should have been coded to Printing Expenses.

Mistakes happen! Fortunately, QuickBooks Online Advanced has a built-in tool to help you correct all of those transactions at once, instead of editing them one at a time.

To access this feature, you’ll need to have QuickBooks Online Advanced or QuickBooks Online Accountant.

How to change multiple transactions at once in quickbooks desktop

In QBO Advanced, open your Setting menu and choose “Reclassify Transactions.” Then follow the steps below.

Step 1

Select the transactions that need to be reclassified. You are able to choose specific accounts from either the Balance Sheet (Statement of Financial Position) or the Profit and Loss (Statement of Activity).

You can filter by date, type of transaction, class, location, or customer/vendor. You can filter as much or as little as you need in order to find the transactions you’re looking for.