Skip to main content
B
Bryan84
May 16, 2024
Question

Can't find reclassify tool

  • May 16, 2024
  • 1 reply
  • 0 views

We are using QBO Advanced. I am not an Admin, but I have full access otherwise. The reclassify tool is not in the tool's menu. We are an NFP, and I need to change the class on hundreds of transactions that were classed incorrectly by the prior bookkeeper.

 

 

 

1 reply

L
LouiseG12
May 16, 2024

I know the reason why the reclassification tool is not visible in the tool's menu, @Bryan84.

 

The possible reason why you're unable to see the reclassify tool in the tool's menu is that only the accountant and the admin have that function. With that said, you can coordinate with your admin to change your role or have the admin do the reclassification.

 

You can also share this article with your master admin on how to change your role in QuickBooks Online (QBO), so you'll be able to use the reclassification feature: Add and manage users in QuickBooks Online.

 

For more details about the reclassification feature, you may open this article: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced.

 

I'll add this article that'll help you organize your transactions accurately in QBO: Categorize online bank transactions in QuickBooks Online. 

 

Leave a reply below for further questions reclassifying transaction tools in QBO. I'm always here to guide you.

Terms & ConditionsAccessibility statement