JamesAndrewM
Moderator

Payments

I see you want to add classes to your products and services in bulk action in QuickBooks Online. I've got you! I have the perfect information and guidelines to help you achieve this goal ASAP!

 

Yes, there is a way you can add a class to all of the products and services in a bulk action in your QBO. As long as you bring over your accountant to your account. Your account only can do these things with ease. With that, I recommend you invite your accountant. Here's how:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings , then select Manage Users.
  3. Choose the Accountants or Accounting Firms tab.
  4. Enter your accountant’s email address, then pick Invite.

 

For details like what happens when you invite your accountant, refer to this article: Add accountant users in QuickBooks Online.

 

Once successfully add your accountant, your accountant may start reclassifying or add classes to your products and services in bulk action in QuickBooks Online.

 

That's it for now! If you have any further questions or concerns, don't hesitate to reach out. With the help of your accountant, you can easily achieve this goal in QuickBooks Online. Have a great day!