---
title: "Transactions Report in Plus"
description: "This report lets you change the account that you have selected for a previous transaction you created in Plus by Transaction type."
url: https://help.juan.tax/en/articles/262-transactions-report-in-plus
collection: "Available Reports in PLUS"
updated: 2024-11-19
language: en
---

# Transactions Report in Plus

This report lets you change the account that you have selected for a previous transaction you created in Plus by Transaction type.

_NOTE: You should be enrolled in the_ [_PLUS plan_](https://help.juan.tax/en/articles/3674017-upgrading-from-standard-to-plus.md) _to be able to generate the Transactions Report._

Once enrolled, you can follow these steps in terms of running the actual report: 

1.  In the sidebar menu click **Plus.**
    
2.  Under **Plus** Menu, click **Other Reports.**
    
3.  Select **Transactions Report.**
    

You can also reclassify transactions in your Chart of Accounts in the Transactions Report.

**From the Transactions Report screen, follow the steps below to reclassify your transactions:** 

**STEP 1**: On the upper left side of the page, set the type of **Account** that you wish to reclassify, along with your accounting basis then click **Filter.**

![](https://downloads.intercomcdn.com/i/o/201988199/d10e4628669e93af425e9c15/Screen+Shot+2020-04-20+at+3.32.02+PM.png?expires=1730690100&signature=377e513e64ad254d632e69fe64f43fa67762da5e63b47141e86542aa906457bd&req=diAmH8F2nIhWFb4f3HP0gLlxJSdYt7Ia%2FdHkbym1CbH5wnr0HRfXmdgTQ2VI%0AdWs%3D%0A)

**STEP 2**: From the View list box, select the transactions in which you want to change the account by checking the tick box on the left side and click **Reclass**. You can also check the transactions in **bulk** to make the selection faster. 

![](https://downloads.intercomcdn.com/i/o/201990029/9164cb5bf81b8f931225fe2e/Screen+Shot+2020-04-20+at+3.32.19+PM.png?expires=1730690100&signature=7a6f60bebaca13806e27dfaf82a730ecef9edb3296987d3d78dea099dca00bb1&req=diAmH8B%2BnYNWFb4f3HP0gB0vii%2BwygOcQwlpRvgO48HtFb40FMSyvYw2vxon%0A4aI%3D%0A)

**STEP 3**: From the account list, specify the correct account replacement. Read and tick the check box and proceed by clicking the **Reclass** button.

![](https://downloads.intercomcdn.com/i/o/201990434/42c38e3ce0b741c9c1c57b61/Screen+Shot+2020-04-20+at+3.43.21+PM.png?expires=1730690100&signature=1f2be6d91df394864444d87eb99facf1e7e1c0106f17ac3671ce047f5f1bbcf6&req=diAmH8B%2BmYJbFb4f3HP0gL2HpJTojs%2F32iRe6w2F4Zz%2Fjbt9dZ84KyHQvSX3%0Ae6A%3D%0A)

A pop-up window will appear showing that the re-classification is in progress.

![](https://juantax.intercom-attachments-1.com/i/o/201966391/2ba64b434c10e9558df585d4/93492620_532451060653965_644605399206461440_n.png?expires=1730690100&signature=32775f51274ccb0a47cdf0e5650908659a94fcfd6e97708e285c4a6fb51c71e2&req=diAmH894noheFb4f3HP0gGul6lrb8YeisAnOqu6mrdAHpRq3hBAiUL69%2BzKK%0AxEE%3D%0A)

You will then get a confirmation that your transaction has successfully been reclassified. 

![](https://juantax.intercom-attachments-1.com/i/o/201966394/82adf1692adfa0e4ee46ec46/93518707_2670372113242902_3236383992135548928_n.png?expires=1730690100&signature=1c1859c0cb79906745ebd4bc4cf9516df40b84086a63e29ecec4f23f93289b55&req=diAmH894nohbFb4f3HP0gHIMJqgCiPBhfeiPYb%2BULAV4nYEFvL%2B9oNTIluAR%0AQC0%3D%0A)

**Important Information:**

You can also [sign up with JuanTax Academy](https://academy.juan.tax/sign-up/) and check out this FREE course:

[Transactions Module 101](https://academy.juan.tax/courses/non-accounting/transactions-module-101/)