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Customizing QBO

Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds.

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The New Reclassify Tool!

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The New Reclassify Tool!

Bookkeepers and Accountants using QuickBooks Online for Accountants (QBOA), I am delighted to announce that Intuit is rolling out an enhanced Reclassify Tool for QuickBooks Online. If you don’t have it yet, you will soon!

(Business owners…you’re out of luck…call your bookkeeper if you need this tool! Sorry!)

The three biggest complaints about the older tool have all been solved:

  1. The dates are sticky. You don’t have to reset them constantly!
  2. You can expand the list to 300 lines, and select them all with one click.
  3. The rows and checkboxes always line up.

The other big improvement is that you have more options to filter your list to find the transactions you need.

Take a look!

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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