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UPDATED 2020 VIDEO: • Reclassify Transaction...
Hector Garcia, CPA shows four ways to reclassify transactions:
1) One by One
2) Doing a Journal Entry
3) Batch categorize via the Expenses Tab
4) Use the Reclassify feature in the Accountant's Toolbox (Accountant's Only)
Topics contained in this video:
00:00:34 - Four ways to reclassify transactions in QuickBooks Online
00:01:08 - How to change one by one transaction in QuickBooks Online reports section (step by step)
00:02:14 - How to create a journal entry (step by step)
00:04:01 - How to change categories in batch (step by step)
00:08:22 - Batch reclassify (reclassify transactions in QuickBooks Accountant in the Accountants toolbox) (step by step)