Use accountant tools and features

Learn about special tools for accountant users. These tools are only available to accountants who use QuickBooks Online Accountant.

Learn about accountant tools

Whenever you're reviewing a client's QuickBooks Online account, select the Accountant tools link in the top bar. Then select one of the tools.

• Prep for taxes: Review your client's accounts and make adjusting journal entries at the end of the year. This works just like a traditional trial balance.You can also map and export your client's accounts to ProConnect Tax Online.
• Reclassify transactions: Edit or move multiple transactions at once.
• ProConnect Tax Online: Start new tax returns for clients in ProConnect Tax Online.
• Write off invoices: Cancel and zero-out bad invoices that won't get paid.
• Reconcile: Reset a reconciliation and start over fresh.
• Reporting options: Set default date ranges and filters for financial reports.

My menu, an updated version of Accountant tools

Beginning August 4, 2025, accountants on the new Intuit Platform in clients’ company files can customize their Accountant tools, now called My menu, located at the top of the left side navigation bar. As an accountant user, you can use My menu to more easily access your most-used bookmarks, tools, and actions.

If now isn't the best time, you can opt out your client temporarily from the new Intuit Platform. While they won't be able to use some of our newest features, all of their data and connections will remain. On October 1, 2025, any client you’ve opted out will be automatically opted back into this experience because the classic QuickBooks experience will no longer be supported.

New name and location

In the new QuickBooks navigation, Accountant tools is now re-named to My menu. The My menu button is located at the top of the left navigation pane and has the same familiar icon previously used for Accountant tools.

When you select My menu, a panel opens with Bookmarks, Create (referring to the +Create button, previously +New), and Tools. Any previously bookmarked pages to the QuickBooks account will appear in the Bookmarks section.

If you hover over My menu, you'll see all listed pages based on your customization or the defaulted pages. After opening the My menu panel, it stays open as you move between pages using My menu. If you use My Apps for navigation, the My Apps panel opens and the My menu panel closes.

To hide the panel, select the hide icon at the top of My menu.

Customize your menu

You can customize and bookmark tools, pages, and actions for My menu. Here's how:

1. Open My menu, then select the customize icon at the top of the panel.
2. On the Sections tab, you can hide or unhide sections. You can also select the reorder icon to drag them to your desired order.
3. On the Bookmarks tab, you can add, remove, and reorder any pages. Changes made here also reflect in your regular Bookmarks list.
   Note: If you already had saved bookmarks in the previous QuickBooks experience, the same bookmarks will be saved in the new QuickBooks experience.
4. On the Create tab, you can add, remove, and reorder your create actions (referring to the +Create button, previously +New).
5. On the Tools tab, you can add, remove, and reorder your tools (previously Accountant tools).
6. When finished, select Save to preserve changes, or Cancel to exit.

FAQs