Find & Recode

Find and recode multiple transaction lines at once. You can edit accounts, tax rates, contacts, and tracking.

Only users who have the Adviser role can recode. To access the recoding tool, go to Adviser, then select Find & Recode.

Recoding can result in significant changes to accounts and reports. We recommend you only use Find & Recode if you are an accountant or bookkeeper, or have experience with recoding.

Get started with recoding

What can you recode?

Supported transactions

Find a group of transaction lines

Search for transaction lines matching one or more conditions

Search conditions

View and select transaction lines to recode

View search results

Select transaction lines to recode

Recode a group of transaction lines

Recode source transactions

Recode using a manual journal

View recoding history

View information on recoded transactions

Troubleshooting

Troubleshooting for Find & Recode

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