QBO Top 40 Countdown (to #QBConnect) – Reclassify transactions

Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40 and QuickBooks Connect!

Reclassify transactions

We all love this tool, it has been in QBA for years, also in QuickBooks Online When accessed via  QuickBooks Online Accountant , accessed from Accountant toolbox. Allows me to reclassify miscoded transactions in batch, but also to make sure the right transaction types are in the right account. I call it “birds-eyeing” and is faster than duplicating report tabs as i can just highlight an account and sort by Transaction type etc…also helpful to see why a transaction would even be in a certain account:

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