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How do I reclassify an account on QuickBooks?

Select Reclassify. Select a new account to move the transactions to from the Change account to dropdown, a new class from Change class to dropdown, or a new location from the Change location to dropdown. Note: if you dont see Change location to, you may need to set up locations for your account.

How do I move transactions from one account to another in QuickBooks?

Select Find transactions. Select Reclassify. To move transactions, Select a new account from the Change account to dropdown ▼. Or select a new sales tax rate from the Change Tax code to dropdown ▼.

How do you reclassify transactions in Quickbooks?

Step 3: Reclassify transactions Select a transaction or Select All. Select the Account to checkbox to reclassify by account. Select the ▼ dropdown arrow next to Account to. Select the Class to checkbox to reclassify by class. Select the ▼ dropdown arrow next to Class to. Select Reclassify.

How do I change the type in QuickBooks?

For example, a gift basket. Go to Settings. Find the non-inventory or service item you want to change. Select Edit in the Action column. Select Change type. Select Non-inventory, Service, or Inventory. Follow the steps to set the item up as a non-inventory or service item, or an inventory item.

How do I change account classification in QuickBooks Online?

Change account types Go to Settings ⚙, then select Chart of accounts (Take me there). Locate the first subaccount to change. From the ACTION column, select the ▼ dropdown, then select Edit. Clear the Make this a subaccount checkbox. Select the Account type ▼ dropdown, then select the new account type.