Revised 'Reclassify Transactions' feature for QBO-Accountant Tools

July 15, 2019

12:05 AM

Intuit has revised the Reclassify Transactions feature available within the QBO-Accountant tools.

Source: Intuit

Reclassify_update_01_Old-screen

The old 'reclassify transactions' feature was built upon an a prior underlying technology that was no longer supported or consistent with the current technology being utilized within QBO. This made resolution of bugs difficult, and also posed problems in attempting to make ...

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Comments (3)

Comment Feed

Any More Enhancements Planned?

Love this tool! What about:
-mass vendor/supplier name update? (to assign "blanks")
-invoice account update coming from product/service line item (Currently getting this error: "One or more of those changes cannot be reclassified. It may be that you tried to change the account on certain transactions which is not allowed.") CRM assigns wrong product/service so need to mass correct the account in QBO - but getting error message so cannot. Assume I need to be able to mass change the product/service to ALSO mass change the account? Really wish I could do this! Help!

Tricia Gracey more than 3 years ago

Any update?

Hey, were you able to figure out a workaround?

BittaCoffee more than 2 years ago

Keyword Search

Good to hear they've enhanced this valuable tool.

Hopefully someday they'll add a keyword search so we can quickly reclassify all transactions that contain a specific word in their description regardless of what account they may have been booked under.

Mario Hernandez more than 5 years ago