We're rolling out a change that accountants have requested for many years: adding the Payee field to the options in Reclassify Transactions.
Now in addition to being able to mass-reclassify fields like category/account, class, and location, you'll be able to bulk edit payee as well.
Payee edits will be available on most transactions, but there are a few exceptions. US customers with automated sales tax turned on won't be able to edit payees on sales receipts, since that could trigger unexpected tax implications. Invoices and Bills will be restricted as well, to avoid unexpected problems with A/R and A/P.
This feature is rolling out across Reclassify Transactions worldwide. If you don't see it yet, you will soon.
Pro tip: there is also a bulk reclassify feature for payee in the Posted tab of the bank feed. That feature allows you to bulk-select posted bank transactions and adjust the payee there. But that was limited to transactions that came from a bank feed, whereas the Reclassify feature we're announcing today will work for all transactions regardless of source.
Thank you to the many of you who have requested this feature over the years. Please continue to leave feedback, and let us know what you think of this latest addition!
