QB Accountant Desktop Reclassify Transactions

I appreciate you sending your concern here in the Community space, @AMAcpaPC. Let me share my expertise in setting up the date when reclassifying transactions. 

Currently, the default date set in QuickBooks Desktop will follow the last fiscal year. However, you can manually customize the date range so you'll be able to reclassify the transactions in the current year. 

To do so, you can follow the steps below as your reference:

1. Go to the Accountant menu, then click Client Data Review.
2. Select Client Data Review.
3. In the Dates dropdown, select Custom.
4. Enter the date range in the From and To option.
5. In the Review Basis section, choose Accrual or Cash.
6. Click Start Review or Modify Review.
7. In the Account Balances section, go to the Reclassify Transactions, then select In Progress in the Status dropdown.
8. Select Close.

Afterward, you can start reviewing and reclassifying your client's transactions. 

Additionally, you can review your client's books to clean up the account, fix incomplete transactions, reconcile, and wrap this up before closing the books. 

You can always comment back here in the Community if you have more concerns about reclassifying your client's transactions. Our team is available 24/7 to help you address your concerns. Have a great day!

amazing - 2+ decades using QB and I never realized to first change the date within the client review.

thank you

I appreciate you returning to this thread, @AMAcpaPC.

We're happy to hear that my colleague was able to help you set up the date when reclassifying transactions in QuickBooks Desktop (QBDT). If you have additional QBDT-related concerns, please don't hesitate to reach out to us anytime. The Community is open around the clock to assist you further.

Keep safe, and have a great rest of the day!

No one can figure out why my account is suddebly inactive i used it yesterday now its completely gone i have another quickbooks invoicing account and im not able to get in on phone for hours with your team sent my ID in this happened in June and now today again. No one knows what to do i need someone to get invoved and fix my invoicing account!!! 
[email address removed]

Lisa Mason

Hello, @Lmason1234. 

I understand that you are facing challenges with accessing your account and using it for your work. I would like to help you by routing you to the appropriate department that can assist you with your concerns. 

Please note that as an open forum, we cannot address concerns that involve confidential information. Therefore, I recommend that you follow the steps mentioned below to get in touch with the QuickBooks support team: 

1. Open QuickBooks.
2. Go to the Help menu at the top, then select QuickBooks Desktop Help.
3. Click Contact Us.
4. Give a brief description of your issue.
5. Tick Let's talk, then choose a way to connect.

Aside from that, you can also initiate a chat conversation using this link: Contact Us.

If you need to work with multiple customers, check out the Add and edit multiple customers, vendors, and items for more details.

Please keep me posted on how it goes on your end. I'd like to make sure this is resolved for you. Take care and stay safe.