---
title: "Contacts Report in JuanTax"
description: "This report lets you change the account that you have selected for a previous transaction you created in JuanTax by Contact name"
url: https://help.juan.tax/en/articles/263-contacts-report-in-juantax
collection: "Available Reports in PLUS"
updated: 2024-11-19
language: en
---

# Contacts Report in JuanTax

This report lets you change the account that you have selected for a previous transaction you created in JuanTax by Contact name

_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 Contacts Report in JuanTax._ 

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 **Contacts Report.**
    

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

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

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

![](https://downloads.intercomcdn.com/i/o/201971888/21f2440aeae96c4b86a03678/Screen+Shot+2020-04-20+at+1.59.46+PM.png?expires=1730690100&signature=cfebed59136d0e5a49270fde2955d2f12c6f2aa948bea92619be4dda766c0dae&req=diAmH85%2FlYlXFb4f3HP0gESFblzPevnWVCogberJ663eD1v3AURPGghYXIVc%0AChc%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/201991865/883c200a97107a694149305a/Screen+Shot+2020-04-20+at+3.48.48+PM.png?expires=1730690100&signature=110026b3c9955476d03921b984e585b5a1b43201f9c70fab571dc3f31cf8977f&req=diAmH8B%2FlYdaFb4f3HP0gOxIaHjFKzpbEIJTW6EauiDd9QJ8o%2FxHmOJ81vQm%0A3w0%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 generate a [Transactions Report in JuanTax](https://help.juan.tax/en/articles/3941555-transactions-report-in-juantax.md)