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A
AGBuilders808
February 25, 2023
Question

Columns in Bank register

  • February 25, 2023
  • 1 reply
  • 0 views

                Was wondering if you could help with the settings in my Bank register and expenses window. I can add the “Classes” column in there to see which class each transaction is associated, but not the project. Is there any way this can be done in accounting or is there a setting I can enable to make the “Projects “columns an option? See attached PDF. Mahalo

1 reply

A
AileneA
March 13, 2023

I appreciate the screenshots you shared with us, AGBuilders808. 

 

I understand how the workflow you're looking for will benefit your company. However, adding project columns in the Bank register is not available in QuickBooks Online. 

 

We can submit a request for this feature through our Feedback board. These requests and suggestions are forwarded to the Product Development Team. I want to assure you that your input is valued and that each update our developer team creates is designed to benefit our customers' businesses.
 

Here's how: 

 

  1. Access your QuickBooks Online company.
  2. In the upper-right corner, click the Gear icon.
  3. Under the Profile column, select Feedback.
  4. Enter a brief description of your product suggestion, and then click Next.
  5. Type your email address.
  6. Once done, click Send Message.  

 

For your reference, you can run the Profitability report; this will track your project cost and profit to ensure your account is accurate: Project and profitability report. 

 

Once it's all set, you can start reconciling your account to ensure everything runs smoothly and accurately: Reconcile an invoice in QuickBooks Online.

  

I appreciate your patience as we work through this. Please let me know if I can do anything else for you. I'll be around to help you out. Stay safe!

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