Categories
QuickBooks Online QBO

How can I make batch changes to categorized transactions without having to go through and click every single one of them in my register

Here is how to modify your transactions by batch so you’ll not go through each and every single one of them in your register:

With your expense transactions, you can visit the Expenses menu from the left Dashboard. You can filter the transaction you want to update except Split transaction, then categorize them.

  • Go to the Expenses menu from the left Dashboard.
  • Select the Expenses tab.
  • Click the Filter drop-down.
  • Choose Type, Dates, and Category as you need.
  • Select Apply.
  • Choose the transaction by clicking the box beside the Date column.
  • Click the Batch actions drop-down arrow, then select Categorize selected.
  • Select the correct category by clicking the drop-down arrow in the Categorize Selected window.
  • Click Apply.

In this example below, it shows how to batch recategorize expenses from the Purchases account category to the Purchases-1 account category.

Note: Batch action will not work on split transactions. Split transaction means more than one account has been used to record the transaction.

Categories
Batch Reclass Chart of Accounts

Is it possible to reclass multiple entries in QuickBooks? I like to reclassify multiple transactions in batch, not one at a time.

You can do batch reclass for expense transactions recorded to Account details tab. They use the account from the Chart of Accounts. These expenses are created using the Expense, Check or Bill in QBO

However, if it’s sales forms entries like customer invoices that use the product/service item code, then it’s not possible to do batch reclass from one account to another account. The same thing applies to purchases (like inventory purchase) that use Items details tab.

So, if your original entry is Journal Entry type or Sales form or Product/Service Item, you can’t do batch reclass. You can’t also batch reclass class/location in regular QBO.

To reclassify category in batch for account details entries:
From the homepage dashboard > Expenses > Expenses > Select transactions need to be reclassified to another account category > Select “Categorize selected” under Batch actions > Select NEW Category > Apply.

See screenshot below for reference.