how to do quickbooks change class on multiple transactions

In QuickBooks, the Class field is available only if you have set up classes on your Account Settings.

You can go with the steps mentioned below:

First of all, from the Accountant menu, select Batch Transactions.

Then, select the appropriate Account and Transaction Type.

Source: https://quickbooks.intuit.com/

Now, open the spreadsheet in QuickBooks Desktop, comprising the transactions you need to record. Organize the columns in your spreadsheet to match the columns’ order in the Batch Transactions window.

Next, Highlight the data, right-click, and then select Copy.

Source: https://quickbooks.intuit.com/

  • Now, on the Batch Enter the Transactions, right-click on the date field, and choose Paste.

Note: Data will turn red if they are not listed in your company file. Then you need to select the detail in red and select Set Up or Quick Add.

Source: https://quickbooks.intuit.com/

Add Multiple Split Lines to My Transaction

Split transactions enable you to add a single or more split lines to a transaction.

  1. First, mark the transaction that you wish to add split lines to.
  2. Then select the Split button.
  3. Now enter the required data for each split in a separate line.
  4. Then select OK to return to the Enter Transactions window.
  5. Then repeat steps for each transaction with multiple split lines.

Source: https://quickbooks.intuit.com/

Change Class Assignment to Multiple Transactions in Bulk.

Note: It works only if you have set up classes on the Account Settings.

Follow the steps mentioned below to change it on the banking page:

  1. First of all, on the left pane, choose Banking.
  2. Then on the top left, choose the Banking tab.
  3. Then select the bank.
  4. Now click on the “For Review” tab.
  5. Then, to edit, check the boxes for every transaction.
  6. Next, from the Batch actions drop-down menu, click on Modify Selected.
  7. Then use the fields in the Modify Selected dialog to define the Class.
  8. Finally, select Apply.

Source: https://quickbooks.intuit.com/

Source: https://quickbooks.intuit.com/

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

 Add Customer Type

You can follow the below mentioned steps to add a customer type:

  1. In the QuickBooks Desktop version, go to the customer’s profile.
  2. Then tap on the Additional Info tab.
  3. Then add or enter a customer type.
  4. Now click on OK when you’re done.

Note: You can use the reclassify option to make the same change to multiple transactions at once.

Move and Reclassify Transactions

Ensure the transactions that you want to reclassify. Once you’ve recognized those transactions, you can use the reclassify option to change their classes or move transactions to similar accounts.

In QuickBooks Advanced:

  1. Go to your QuickBooks Account.
  2. Then select Settings, then Reclassify Transactions.

In The Reclassify Transactions:

  1. From the Account types drop-down menu, choose Profit and Loss to view income/expense accounts. Or choose Balance Sheet to view your liability, asset, and equity accounts.
  2. Then from the Account list, click on the account with the transactions you wish to change.
  3. You can use types, classes, customers, and modify filters to filter the list.
  4. Then select Find Transactions.
  5. Now mark the checkbox for every transaction you want to change.
  6. Now select Reclassify.
  7. Choose a new account to move the transactions from the Change account to dropdown or a new location from the Change location.
  8. Finally, select Apply.

Important: Before doing the following steps, make sure to back up your company file.

Enter Batch Invoices

  1. First of all, go to Customers, and then click on Create Batch Invoices.
  2. Make sure that your sales tax rate, terms, and send method are up to date for all your customers:
    1. Right-click on customers and select Edit Customer.
    1. Then open the Additional Info tab and change the necessary data.
  3. Identify your customers by searching, and then choose Next.
  4. Then, choose the desired line items and template.
  5. Then, enter a custom message if desired, and then select Next.
  6. Now review the list of invoices to be created, and then click on Create Invoices.
  7. Now print or email, then click Close.

Use Class.

  1. You can modify your columns to add “Class” in the Batch Transactions window. The item must be chosen before selecting the class for the “Class” to remain connected with an item on a transaction. If a “Class” is chosen before an Item, the “Class” will be removed when the item is chosen.      
  2. Choose Save Transactions, and then click on Yes to Confirm.

Delete Transactions.

Note: Only QuickBooks Desktop Enterprise Accountant 2018, Premier Accountant 2018, Enterprise Solutions 18.0, and later versions can delete transactions by batch.

If you have other versions of QuickBooks Desktop, then you can follow the below mentioned steps:

  • On a current transaction, click on Ctrl+D to delete it.

Note: You can uncheck “Warn when deleting a transaction or unused list item” to remove the warning message while pressing Ctrl+D.

  • You can check the Intuit Marketplace for a third-party tool that can remove your unwanted transactions.

Frequently Asked Questions

1. Can I merge multiple transactions on my QuickBooks desktop?

Yes, when you edit the account on the item, QB will ask you to update the transaction history and let you choose the date. If you have transactions to combine into one account, it lets you merge them.

2. What can happen if I deactivate a class in QuickBooks?

With time, class list might become lengthy. You can choose to inactivate classes. It will stay in your QuickBooks records and can be activated again.

3. Can I edit multiple account transactions in Intuit?

Yes, you can change multiple expenses by using the Expenses tab. From the left panel, choose Expenses. Select the Filter drop-down. Then choose the Payee, transaction type, and Category. And you are done.