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Other questions
Good morning, WSP.
Thanks for reaching out for support here in the Community. I'd be glad to provide some info about reclassifying transactions in your QuickBooks Desktop account.
To reclassify transactions in bulk, you are correct, this would require an accountant's version of the software. The following linked article provides the info to get this done: Accountant tools: Reclassify your client’s transactions
However, you are still able to complete this in your account without an accountant, it would just need to be done manually. Here's how:
- Open each transaction (bill, invoices, checks, etc.).
- Make the necessary changes and update the class.
- Click Save and Close.
- Replicate the steps for the rest of the entries.
With this info you'll be able to get your transactions reclassified. Please don't hesitate to reach out if you have any other questions. Take care!