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Replying to:
MaryGraceS
Moderator

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Greetings, @bozzini.

 

Welcome to the Community. I'd be happy to help share some information about changing class on multiple transactions in batch.  

 

If you're referring to the downloaded transactions from your bank, yes you can change the class assignment to multiple transactions in bulk. Please take note that the Class field is only available if you have set up classes on the Account Settings. 

 

Here's how to change it on the banking page: 

  1. On the left pane, select Banking.
  2. On the top left, select the Banking tab.
  3. Select the bank.
  4. Select the For Review tab. 
  5. Check the boxes for each transaction you want to edit.
  6. From the Batch actions drop-down menu, select Modify Selected.
  7. Use the fields in the Modify Selected dialog to specify the Class. 
  8. Select Apply.

The specified information is applied to all of the selected transactions.

 

However, if they are already matched or added, or if there are existing entries that were manually created you'll have to go back to each transaction and change the class. 

 

Also, I’ll be sure to share your thoughts about this option to our engineers. You might also want to send your suggestions straight to our Product Developers. 

 

It will help us not only improve the product but also will help us know what works best for you. Just click on the Gear icon and choose Feedback. For additional help, feel free to reach out to our Phone Support. They have the tools that can help you get to a resolution quickly. 

 

That should do it. Feel free to leave a comment below if you have any other questions about changing the class in QuickBooks Online. I'll be happy to help you out. 

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