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dan-m-cohn
March 23, 2025
Question

How do I get to the accounting tools such as reclassify transactions? I am in Accountant mode and no longer see them.

  • March 23, 2025
  • 1 reply
  • 0 views

I was able to see the tools yesterday. Now they do not show up. In addition, when I try to navigate to the page I was on yesterday (https://qbo.intuit.com/app/booksreview), I get nothing but the 4 spinning dots. The page never loads.

1 reply

A
ArielI
March 23, 2025

I appreciate you for bringing this matter in the Community forum, Dan. We can use a private browsing window to open your QuickBooks Online account. Let me guide you through the steps to ensure you can open the page and get back to your business smoothly.

 

First, please ensure your internet connection is stable, as this could be the reason you are unable to open the QBO page.

 

Next, use the link to log into your QBO account in a private browsing window. This will start a fresh session without any stored browser data that could affect performance. Here are the shortcuts for opening a private window in different browsers:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

If the above recommendation doesn't work, clear your regular browser's cache to remove potential issues and help the program run efficiently. Additionally, you can try using other supported browsers to ensure everything works as expected.

 

Additionally, did you know you can schedule a free consultation with our QuickBooks Live Expert Assisted? They offer tips and guidance about managing your QuickBooks Online account.

 

I'll also add this article to help you run and manage your transactions in QBO: Run a report in QuickBooks Online.

 

Let us know if you have further questions about reclassifying transactions in QBOl. Please don't hesitate to click the Reply button, and we'll respond as soon as possible.

D
dan-m-cohnAuthor
March 23, 2025

I tried just now in a Chrome incognito window. Same result. I've tried with both Safari and Chrome.

 

When I browse to https://qbo.intuit.com/app/booksreview after logging in, I get the 4 green spinning dots forever. From the main QBO page, the Settings menu says I'm in Accountant view but has no accountant-related options such as reclassifying transactions or preparing for taxes.

H
Heide DC
March 24, 2025

I appreciate you for performing the resolution provided by my colleague, Dan.  I'd like to connect you with the appropriate Team who can assist you further and help restore your account functionality.

 

Since you've already completed the troubleshooting steps but are still experiencing unusual behavior while accessing QuickBooks Online (QBO), I recommend reaching out to our live support team. They have the right tools and expertise to determine and implement the most relevant solution. Here's how:

 

  1. Log into your QuickBooks Online account.
  2. Click the Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion about your concern, then click Continue.
  5. Choose a way to connect with us.

 

To learn more about this, you can also check their hours of availability, please refer to this article: Get help with QuickBooks products and services.

 

After reclassifying transactions, you can reconcile your bank and credit card accounts to ensure that the reclassified transactions are reflected in your records.

 

We'll stay on top of this thread, so if any other questions you may have regarding your QuickBooks Online account and reclassifying your transactions moving forward, don't hesitate to reach out.

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