![]() ![]() Most times, this when I get to see how their mind works and what their business needs most. I find that cleaning up a new client’s books is when we get the most personal. Some ProAdvisors love it and some really can’t stand it. Written by Kelly Gonsalves, Totally BookedĬleaning up a client’s QuickBooks company is quite the controversial topic. In QuickBooks Online Accountant, click on the briefcase icon to open the Accountant Toolbox, which displays once you’re in your client’s books. Collapsible columns, more specific filters, the ability to select multiple transactions, and a refreshing new design (yes, with lines that line up) make cleanup work easier than ever. Plus, thanks to feedback from ProAdvisors®, we’ve recently revamped Reclassify Transactions to help you be even more efficient. This comes in especially handy when many transactions were posted to the wrong account, or when you need to clean up large, uncategorized expense accounts. What can’t it do? QuickBooks® allows you to batch reclassify transactions from one account or class to another. Find out why this newly redesigned Accountant Toolbox feature is a fan favorite and learn how to save hours per project (and your sanity). If you’re not using Reclassify Transactions, you’re missing out – and probably spending too much time fixing client mistakes.
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