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Mark_R
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Hello there, @leena3.

 

I know how time-consuming it is to add classes to multiple transactions one at a time. Let me share two options add class to multiple transactions in QuickBooks Online. 

 

First, if you have an accountant that uses QuickBooks Online Accountant (QBOA), you can invite them to access your company file. They have the Reclassify transactions tool to batch edit transactions. Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon, then select Manage users.
  3. Go to the Accountants tab and click Invite.
  4. Enter the accountant's contact info, then select Save.

 

Once done, reach out to your accountant and let them accept the invitation. You can check out this article for more guidance: Add accountant users in QuickBooks Online.

 

Secondly, if you have the QBO Advanced version, you can add a class to multiple transactions using the Reclassify transactions feature. To do so, you can click the Gear icon and select Reclassify transactions.

 

I'm adding this article for more guidance: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced.

 

However, if you're not using the QBO Advanced version, you can consider upgrading your QBO account

 

Just in case you want to run reports by class, you can check out this article for the detailed steps and information: Run reports by class in QuickBooks Online.

 

Come back to this post if you have other concerns or follow-up questions about this. I'm always here to help.

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