How to Move & Reclass Multiple Transactions in QuickBooks?

In accounting, it is common to classify a transaction under the wrong head and then realized it later. For Example, Electricity expense may be classified as water expense by mistake and realized after quite a few transactions have already taken place. In such a situation it would have been quite a cumbersome process of editing every single transaction. But thanks to the Client Data Review tool in QuickBooks, we have a savior. With the Client Data Review (CDR) tool we can now move multiple transactions in QuickBooks in one single go. This tool enables reclassify income, expense, cost of goods, balance Sheet items etc.

The first and the foremost step in beginning the reclassification process is to identify the transactions that need to be moved or reclassified. For this, you need to access the Client Data Review tool. This can be done by following the following steps:

  1. Go to the accountant menu.
  2. Select the Client Data Review from the drop-down menu.
  3. Select the date range, type of transactions and account.

Once the account has been selected the list of transactions relating to those accounts and within the specified date range will be displayed in the right side panel. In this, you can again filter the transactions by selecting the transaction status, or type of journal entries.

Related Article: How to Create and Add a Memorized Transaction in QuickBooks?

For moving the multiple transactions in QuickBooks you will have to select all the transactions that you want to move/reclassify by checking on the checkbox beside it. To ease the process you can also select all or de-select all the entries as the case may be. The best part of this process is that the basic part of all the transactions stays intact and there will be no change whatsoever. You may now select the new account or class you want to move the transactions to from the respective drop-down menu. Finally selecting on reclassify will move all the transactions checked to the new account selected. You may even print the report to see if the changes have been duly effected.

Thus the aforesaid steps need to be followed to move the multiple transactions in the QuickBooks at a time. If you face any problem in understanding any of the aforesaid processors you are unable to move the transactions to your required destination then you may seek the help of our QuickBooks Technical Support team by calling on our Toll-Free Number ✆+1-800-796-0471. We have a pool of trained technical professionals who can easily resolve any QuickBooks related queries with great ease.

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  • 24X7 availability all 365 days.
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Last modified: August 1, 2018
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