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The option to create batch transactions is available in QuickBooks Online Accountant, @terryg. Let me show you how.
You can access it by simply clicking the + New icon and then selecting Batch transactions. Please take note that you'll need one of the following roles to be able to do so.
- Company Admin
- Primary Admin
- Standard All Access with full access
I'm leaving these articles with more information on the special tools for accountant users:
- Use accountant tools and features in QuickBooks Online Accountant
- Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced
For future reference, here's an article on preparing for tax season as a Pro-advisor: Use Prep for taxes to map and export your clients' tax info.
Feel free to click the Reply button below if you have additional queries about batch transactions. I'm just one post away.
