Revised 'Reclassify Transactions' feature for QBO-Accountant Tools

by

Intuit has revised the Reclassify Transactions feature available within the QBO-Accountant tools.

The old 'reclassify transactions' feature was built upon an a prior underlying technology that was no longer supported or consistent with the current technology being utilized within QBO. This made resolution of bugs difficult, and also posed problems in attempting to make changes or add enhancements users requested. In addition, it prevented users for optimizing the window for accessibility.

First introduced as a direct response to customer feedback (approximately 2 weeks ago) the new reclassify transactions screen enhances and harmonizes the existing bulk reclassify experience for users. This innovation solves usability issues and provides a consistent experience for users.

The newly revised tool also gives you the ability to 'Edit columns' and change how data is displayed.

Additional features and functions are planned for the new interface including:

  • Search for account names
  • Add new account and class within the tool
  • Additional 'types' under list
  • And more (please submit your 'feedback').

So, make certain to stay on the watch for these changes over the new few weeks and months to come as the team continues to roll out enhancements.

About Liz and the Monday Minute

No, Liz has not abandoned the Monday Minute... she has been busy lately with a lot of work for the Intuit Trainer-Writer network as the Recertification Renewal Date for QuickBooks Online and QuickBooks Online Advanced approaches. In addition, we thought it might be nice to give her a little "time off with her kids" while school was out when she was off between training trips, so I am trying to give her a few weeks break from her regular weekly Monday segment. 

As for me... there is 'no rest for the wicked', so you will just have to put us with me writing the Monday Minute until she gets back into the swing-a-ding-ding-of-things.

Murph