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1OAK
Level 1

I have updated my Chart of Accounts. Previously reviewed items now need to be recategorized. Im clueless on how to do that. What are my options?

I would like to speak to a QB accountant.

1 Comment 1
ChristieAnn
QuickBooks Team

I have updated my Chart of Accounts. Previously reviewed items now need to be recategorized. Im clueless on how to do that. What are my options?

Hi there, 1OAK.

 

You can go to the My Accountant page in QuickBooks Online. From there, you'll have the option to find an accountant expert for QuickBooks so you're able to speak with them to help you recategorize items.
 

 

Here's how:

 

  1. Click the My Accountant menu at the left panel.
  2. Choose the Find a pro to help button.
  3. Fill in the necessary field to start finding an accountant.

 

 

You can also click this link so you're able to route directly to a page to find an accountant: https://quickbooks.intuit.com/find-an-accountant/

 

Please refer to this article to see information on how the accounts in COA categorize your transactions on everything from sales forms to reports to tax forms:  Learn about the chart of accounts in QuickBooks.

 

We'll be happy to help you again if you have more questions. Just click the reply button below so we can get back to you. Have a good day!

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