reclassifying transaction account numbers

for the US but not one of the options but an answer for a Canadian friend appreciated


A QuickBooks question:

Is there a to make mass change in acct no's assigned to transactions?

For example 10 charges to travel throughout the year

Should have been meals

Need to change each transaction so a proper monthly transaction report can be generated so a simple JE re-class is not the answer

Rather than opening up each transaction is there a way to do multiple transaction at once? There is in quicken but I can't seem to find a way in QB

 

James L Kelly CPA

Answer

Hi James
Since you are a CPA - you may want to get the QBOA (for accountant's) version which you can do this in - it is called reclassify transactions.  You will get this version for free - just need to invite yourself as the accountant from the company file that you are currently working in.  I have provided a link below where you can sign up:

http://accountants.intuit.com/accounting/quickbooks/online-accountant/

You will be able to support multiple clients from the QBOA. It is essentially the same as QBO just a few extra nifty perks that a regular QBO doesn't have - like the reclassify transactions that you are looking for. If you need more help with this - ask more questions.  Hope this helps : )
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Taxgirlie , Certified Quickbooks Proadvisor
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