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June 16, 2022
Question

Client making notes on bank transactions for reconciliation

  • June 16, 2022
  • 1 reply
  • 0 views

Can QuickBooks allow clients to leave a note on bank transactions for reconciliation? 

 

Such as the "Discuss" column in Xero.

1 reply

June 19, 2022

Hi there, @Stella S. Let me share some information about adding notes to bank transactions for reconciliation.

 

Currently, adding a note on bank transactions isn't possible in QuickBooks Online (QBO). What we can do is use the Memo field instead.

 

 

However, if you still need to have this field available, I would suggest sending feedback or feature requests to our developers. They can review your suggestions and might make some adjustments in the next update. Here's how you can submit them directly from your account:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions about adding a note field in bank transactions. 
  3. Click Next to submit them. 

 

Additionally, here are some articles that you can read to help speed up the review process of your clients' online bank transactions:

 

 

Please let me know if I can be of additional assistance by leaving a reply below. I’m always here to help. Thanks for dropping by, and have a great day!