Monthly Bookkeeping Made Easier – Revised ‘Reclassify Transactions’ for QBOA Tools

Monthly Bookkeeping Just Got Easier

Intuit has made monthly bookkeeping even easier! A revised Reclassify Transactions feature is available within the QBO-Accountant tools. Prepare for your monthly accounting process to go very smoothly.

The old ‘reclassify transactions’ feature was built upon a prior underlying technology. This technology was no longer supported or consistent with the current technology being utilized within QBO. Besides making it difficult to resolve bugs, it posed problems when a user wanted to make changes. It also posed a challenge when a user wanted to request enhancements. In addition, the old feature made it so that users could not optimize the window for accessibility while doing monthly bookkeeping.

In fact, when the new feature was first introduced, it was in direct response to customer feedback. The new reclassify transactions screen enhances the existing bulk reclassify experience for users. This innovation solves usability issues and provides a consistent experience for users. Furthermore, the newly revised tool also gives you the ability to ‘Edit columns’ as well as change how data is displayed.

Additional features and functions planned for the new interface include:

  • Search for account names
  • Add new account and class within the tool
  • Additional ‘types’ under list
  • And more (please submit your ‘feedback’)

Be sure to stay on the watch for these changes over the new few weeks and months to come. Of course, the team will continue to roll out enhancements that will make the monthly bookkeeping process go more smoothly. To see the full article, read here.