Reclassify Incorrect Transactions in QuickBooks to Save Time

by Greg DePersio

0 min read

You might discover that your client has been recording transactions in incorrect general ledger accounts in QuickBooks. If there are only a few problematic transactions, you can edit each one to correct the error. However, reclassifying transactions can take a lot of time if there are many transactions posted to incorrect accounts.

The Reclassify Transactions tool is part of the Client Data Review module in QuickBooks Accountant. With this dual-panel tool, you can reclassify multiple transactions into the correct account without having to go into each transaction. The left panel of the tool displays transactions based on your search criteria and filters, and the right panel allows you to reclassify these transactions all at once.

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