Welcome to the thread, @tutentitle.
Yes, there is. You have the option to reclassify transactions in QuickBooks Desktop (QBDT) Accountant, Enterprise, or Accountant Enterprise.
To do this, you'll need first to select the fiscal year you want to review. Here's how:
- Go to the Accountant menu at the top.
- Choose the Client Data Review.
- In the Review Date Range section, select the date range of transactions you want to review.
- Pick Accrual or Cash in the Review Basis section.
- Tap Modify Review.
- In the Account Balances section, find Reclassify Transactions.
- Select the Status ▼ drop-down and then set it to In Progress.
- Hit Close.
Once done, you can now review your client's transactions. When reclassifying, you can move your transactions to their correct account or class.
For more details, check this article: Accountant tools: Reclassify your client’s transactions.
Please know that you can count on me if you need anything else. Have a great day!
