Which accountant tools in QuickBooks Online help identify transactions that may have been removed accidentally from the company file?

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

• Prep for taxes: Review your client's accounts and make adjusting journal entries at the end of the year. This works just like a traditional trial balance.You can also map and export your client's accounts to ProConnect Tax Online.
• Reclassify transactions: Edit or move multiple transactions at once.
• ProConnect Tax Online: Start new tax returns for clients in ProConnect Tax Online.
• Write off invoices: Cancel and zero-out bad invoices that won't get paid.
• Undo reconciliations: Reset a reconciliation and start over fresh.
• Reporting tools: Set default date ranges and filters for financial reports.
• Management reports: Create personalized and professionally-branded report packs.

Use an accountant tool

Whenever 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.

Learn how to use the Reclassify Transactions tool in QuickBooks Desktop Accountant, Enterprise, or Accountant Enterprise.

Make it easy to get your client’s books ready for tax purposes. Use the Reclassify Transactions tool to find and correct transactions assigned to wrong accounts or classes in your client’s books. You can reclassify transactions one by one or all at once. Here’s how.

Step 1: Select the fiscal year you want to review

If you haven’t yet, set the fiscal year or date range of transactions you want to check.

1. From the Accountant menu, select Client Data Review.
2. Select Client Data Review.
3. Select Modify Review, then select OK.
4. In the Review Date Range section, select the date range of transactions you want to review.
5. In the Review Basis section, choose Accrual or Cash.
6. Select Modify Review.
   Note: You’ll see Start Review the first time you use it, and Modify Review for subsequent uses.
7. In the Account Balances section, find Reclassify Transactions.  From the Status ▼ dropdown, select In Progress.
8. Select Close.

Step 2: Review the transactions

You can now start reviewing your client’s transactions.

1. From the Accountant menu, select Client Data Review.
2. Select Reclassify Transactions.
3. In the Accounts section, select the View ▼ dropdown. Then, select the account type.
4. Select an account to view the transactions in the right pane.
5. In the Transactions section, select a name from the Name ▼ dropdown.
6. From the Show transactions ▼ dropdown, select what transactions you want to review.
7. Review the list of transactions.

   Note: You can’t reclassify transactions that use accounts payable or accounts receivable, like invoices and bills. You also can't change the class or account of any transactions linked to other transactions.

Step 3: Reclassify transactions

If you need to correct transactions, you can move them to their correct account or class. You can also reclassify by account and class at the same time.

1. Select a transaction or Select All.
2. Select the  Account to checkbox to reclassify by account.
3. Select the ▼ dropdown arrow next to Account to. Then, find the account where you want to move the transactions.
4. Select the Class to checkbox to reclassify by class.
5. Select the ▼ dropdown arrow next to Class to. Then, select a new class for the transactions.
6. Select Reclassify.

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Related Question

What does an accountant analyze to gather the relevant information for adjusting entries? A. Accruals B. Transactions C. Ledgers D. Deferrals

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Video Transcript

banks we need to write here, what does an accountant analyze together the relevant information for adjusting entries. So we need to right here. A transaction, a transaction involves a monetary, a monetary exchange for uh cord or service for a good or service and is recorded and is recorded as an entry as an N three N eight accounting and its accounting recourse. If I right here for this, so we can write their hands, accountant, analyze, analyze productions together to gather the relevant information information for adjusting and please. So if I right here for this answer is option number B. So if I right here, this is the answer available in option number B. So basically, if I write for this, this is going to be our final answer in this case. So if I right here for this, this is going to be our final answer in this case. Thank you.

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