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kknigge4
February 20, 2020
Question

Bank Feeds - Customization

  • February 20, 2020
  • 1 reply
  • 0 views

Is there a way to customize how transactions are entered when using bank feeds?  For example, adding a column for Class, using items vs. accounts, adding a column for memo and possibly customer?  I love this feature for importing credit cards but many times have to edit once they have been imported.

1 reply

S
ShiellaGraceA
February 20, 2020

Hi @kknigge4,

 

Currently, we're unable to add these columns in QuickBooks (class, items, accounts, and memo). You'll want to enter them manually to your register.

 

In the meantime, I'll be sending a product request to our engineer about this. They can consider this option added in the future update. You can also check this article to see the CSV template formats that are compatible with QuickBooks. The article that I've attached is for QBO. However, it also applies to QBDT.

 

Here are some of the handy articles that you can use for additional reference.

 

 

Stay in touch if you have other concerns. I'd be glad to assist you further. Have a lovely day.

J
jcs2V
April 20, 2023

I see that class and memo column options have been added but if you have billable expenses, there is no place to mark them as billable.  I have to go back and open every single expense in my register to do that... NOT GOOD.

 

PLEASE add this feature.  I am sure I am not the only client who does invoices and recovers billable expenses.

 

The double work is very tedious and time consuming.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    April 21, 2023

    @jcs2V 

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