Method 1 Using the Reclassify Tool (Accountant Toolbox)

Available in QuickBooks Online Accountant (QBOA). Only accountant users can access this; client users cannot. This method is ideal for bulk reclassification.

Steps: Reclassify Transactions in Bulk

Step 1 — Open the Reclassify Tool

1. Go to Accounting (from the left menu).
2. Select Reclassify Transactions (under Accountant Tools).

Step 2 — Choose the Account

1. Select either Profit & Loss accounts (Expenses, Income) or Balance Sheet accounts.
2. Choose the account you want to reclassify transactions from. Example: “Meals and Entertainment” → change to “Office Supplies”.

Step 3 — Filter Transactions

Apply filters to narrow down the list:

• Date range
• Transaction type
• Class
• Location
• Supplier/Customer

Click Apply.

Step 4 — Select Transactions

Check the boxes for all transactions you want to reclassify. You can select all using the box at the top.

Step 5 — Reclassify

1. Click Reclassify at the bottom.
2. Choose the new account (e.g., change from “Repairs Expense” to “Equipment”) and optionally a new class.
3. Click Apply. All selected transactions are now reclassified in bulk.

Important Limitations

Not all transactions can be reclassified:

• Deposits linked to customer payments
• Journal entries with AR/AP lines
• Inventory items using QBO’s inventory system
• Reconciled transactions (unless unreconciled first)
• Payroll transactions
• Multi-line transactions where only some lines can change
• Banking transfers

Most expenses, checks, bills, and credit card transactions can be reclassified.

Method 2 Using Banking Batch Actions (Limited Use)

If the transactions are still in the bank feed, you can categorize them in bulk before adding to the books:

1. Go to Banking.
2. Select the transactions.
3. Click Batch actions → Categorize selected.

Once transactions are recorded in the books, use Method 1 instead.

Options if You Don’t Have QuickBooks Online Accountant (QBOA)

• Invite your accountant to perform the bulk reclassify.
• Upgrade temporarily to QBO Accountant (free for accountants).
• Edit transactions one-by-one (last resort).