Learn how to use the reclassify transactions tool to batch edit transactions. Show
Need to change multiple transactions or move them to a different account? In QuickBooks Online Accountant and QuickBooks Online Advanced, you don’t have to edit them one at a time. Use the reclassify tool to save time and make the same change to multiple transactions at once. Learn about types of transactions you can’t moveYou can use the reclassify tool for most transactions. However, there are a few you can't since they're tied to specific accounts and features:
This video shows the QuickBooks Online Advanced experience, but is useful for the Accountant experience. Find the specific steps for your account below. Reclassify and move transactionsFirst, make sure you know which transactions you want to reclassify. There are a few reports you can use to find this information, like a Profit and Loss report. Once you’ve identified those transactions, use the reclassify tool to move transactions to similar accounts or change their classes. In QuickBooks Online Accountant:
In QuickBooks Online Advanced:
Then, in Reclassify Transactions:
Tip: You can also use the reclassify tool for your firm's transactions in QuickBooks Online Accountant. When you're on your firm's page, select Accountant Tools and Reclassify Transactions. Learn about special tools for accountant users. These tools are only available to accountants who use QuickBooks Online Accountant. Beyond your ProAdvisor benefits, you also get accountant-specific tools to enhance your bookkeeping. These tools make reviewing your QuickBooks Online client's accounts more efficient. They let you get more done in less time. Learn about accountant tools
Use an accountant toolWhenever you're reviewing a client's QuickBooks Online account, select the Accountant tools link in the top bar. Then select one of the tools. Tip: You can also use these tools for your own bookkeeping. Which accountant tools in QuickBooks Online help identify transactions that may have been removed accidentally from the company file?Question: Which Accountant tool in QuickBooks Online helps identify transactions that may have been removed accidentally from the company file? Reclassify Transactions Voided/Deleted Transactions Close Books Prep for taxes.
How do I find deleted transactions in QuickBooks Online?Go to Settings ⚙.. Select Audit Log.. From the Filter ▼ dropdown menu, select the appropriate user, date, and event(s).. Select Apply.. Locate the deleted transaction. ... . Under the History column, select View.. All the information needed for the transaction can be found under the Event column.. Which tool in accountant tools helps you clean up uncollectible balances from customers in QuickBooks?QuickBooks automatically applies discounts to zero-out bad invoices, and then posts them to your write-off account. This balances both your Accounts Receivable and expense accounts. Tip: Your clients can manually write off their bad invoices. Go to Accountant Tools and select Write off invoices.
How do I find deleted journal entries in QuickBooks Online?Locate the deleted transaction. (Tip: To easily find deleted transactions, use the browser search Ctrl + F and type "deleted"). Under the History column, select View. All the information needed for the transaction can be found under the Event column.
|