Bulk Reclassify Transactions

Reclassifying transactions is one of the most common bookkeeping workflows, especially during cleanups and month-end reviews.

With Aqqrue, you can update dozens or even hundreds of transactions at once and push those changes back to QuickBooks.

Start by asking Aqqrue for the transactions you'd like to update.

For example: Show me all the bills in QuickBooks.

You can then narrow the results by vendor, account, customer, date, or any other criteria. You can use filters or reference a specific vendor or account directly in chat using the @ References feature.

Once Aqqrue returns the results, select the transactions you want to update. For example, you might select every bill for a particular vendor or every transaction currently coded to the wrong expense account.

Add the selected transactions as a reference to your conversation.

Now simply describe the change you'd like to make.

For example: Reclassify all of these transactions to Inventory – Beverages.

Aqqrue updates each selected transaction while preserving the original QuickBooks record.

Important: Aqqrue updates the existing QuickBooks transaction. It does not create duplicate bills, expenses, or journal entries.

The updated transactions appear in the Review stage, giving you a chance to verify the changes before anything reaches your books.

When you're satisfied, approve the transactions and export them to QuickBooks.

Only then are the updates applied to your QuickBooks company.

Bulk reclassification is especially useful when you need to:

Instead of editing transactions one by one in QuickBooks, you can make the changes in bulk, review them together, and publish them only when you're ready.