CYBER MONDAY SALE 70% OFF QuickBooks for 3 months*   Ends 12/5

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
ZackE
Moderator

Reply to message

Welcome back to the Community, MichaelinNOVA.

 

The steps shared in Shania_C's post cover how to reclassify transactions in QuickBooks Online Advanced. That's how you can use your reclassify tool is opened you can batch edit transactions with the steps from their post.

 

If you're not currently subscribed to an Advanced plan, you can upgrade any time. After upgrading, you'll have access to the reclassify transactions tool.

 

Here's how:
 

  1. Sign in as a primary or company admin.
  2. Use the Gear icon, then go to Subscriptions and billing.
  3. Confirm your payment details are up-to-date.
  4. In the QuickBooks Online section, click Upgrade your plan.
  5. Review your available plans and hit Choose plan.
  6. Follow the on-screen steps to finish upgrading.

 

I've also included a detailed resource about upgrading which may come in handy moving forward: Upgrade or downgrade your subscription

 

If there's any additional questions, I'm just a post away. Have a great Thursday!

Need to get in touch?

Contact us