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Established Member

Is batch reclassify only available to master admin? I don't see the option to do it as a regular admin user.

 
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Re: Is batch reclassify only available to master admin? I don't see the option to do it as a regu...

Hello nclayson,

 

The Reclassify Transactions feature is one of the Accountant Tools. Hence, it is only available in QuickBooks Online Accountant.

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You can invite your accountant to your company file so they can reclassify the transactions:

  1. Click the Gear icon in the upper-right corner and select Manage Users.
  2. Go to the Accounting firms tab.
  3. Invite your accountant:
     • If this is your first time inviting an accountant, you can enter their email address and select Invite.
     • If you have an existing Accountant user, you can click Invite to add a new one.

If you want to remove your accountant after the activities, you can follow the steps in this article: Invite or Remove an Accountant.

 

You can also browse this article to know more about the user permissions: Learn About User Types and Permissions in QuickBooks Online.

 

I'll get back to you if you have further questions. Have a great day!