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diafortney58-gma
Level 1

Where is "accountant tools"?

I want to reclassify invoice income.
2 Comments 2
Rubielyn_J
QuickBooks Team

Where is "accountant tools"?

I can share with you some insights about accountant tools in QuickBooks, @diafortney58-gma.

 

These tools are only available to users who use QuickBooks Online Accountant. You can find it in the top menu bar. Then, you can select one of the tools to reclassify invoice income.

accountant tools.PNG

 

If you're using the regular QuickBooks Online account, you can invite an accountant to do the job. Let me show you how:

 

  1. Log in to QuickBooks Online as a primary admin.
  2. Go to Settings  and choose Manage users.
  3. Click the Accounting firms tab.
  4. Select Invite.
  5. Enter your accountant's info and click Save.

 

Then, your accountant will receive an email invitation. Let them follow the steps on how to connect your accounts. If your accountant doesn't have a QuickBooks Online Accountant, there's also a link to how to sign up.

 

Additionally, here's a link you can browse to guide you to use the accountant tools in QuickBooks.

 

Let me know if you have further questions about the accounting features in QuickBooks. I'll be happy to answer them all. Have a nice day.

Rubielyn_J
QuickBooks Team

Where is "accountant tools"?

Hi, @diafortney58-gma.

 

Hope you’re doing great. I wanted to see how everything is going about the accountant tools concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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