Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowYes, you can bulk reclassify transactions by a single Project, including those from prior closed years, @OM3349. Let me clarify how this works.
In QuickBooks Online (QBO) Accountant and Advanced, you can use the reclassify tool to batch-edit transactions. This tool typically applies to current and open years, but you can adjust the date range to access transactions from prior closed years.
When reclassifying, please note that you can only reclassify transactions assigned to one project at a time. This means you will select transactions under a specific project and then reclassify transactions under another project separately. In QBO Advanced, here's how:
In QuickBooks Desktop, the term Job is used in place of Project. You can also reclassify transactions even if your books have already been closed. You can modify the date range to find and adjust the necessary transactions. In QuickBooks Enterprise Accountant, here's how:
Both QuickBooks Online and QuickBooks Desktop allow you to create rules to automatically categorize downloaded bank transactions to help speed up your review process. If you wish to know more about this process, check out this article:
Moreover, to enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining the reclassification process and providing guidance to keep your books accurate.
Don't hesitate to drop a comment below if you have further questions about reclassifying transactions in QBO. Know that I'm always ready to assist you.