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February 11, 2023
Question

How do I add a payment method column in match transactions

  • February 11, 2023
  • 1 reply
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1 reply

February 11, 2023

Hello, hilda-laforgeco-.

 

I'd like to take this moment to address your concern about adding a Payment method column. 

 

We're unable to add the Payment method column in the Match transactions page.

 

We can only use the Date, Type, Ref Number, Payee, Transaction Amount, Open Balance, and Payment columns. 

 

Although, the function to add the Payment Method may help us categorize your payments and other entries properly.

 

We can send feedback about this to our developers. They might consider this idea for future improvements in the program. 

 

Click on the Gear icon, then select Feedback

 

If you'd like a documentation about matching or categorizing your bank records, take a moment to read this article: Categorize and match online bank transactions in QuickBooks Online

 

If you need to do your regular bank reconciliation in the near future, I'll also add this guide: Reconcile an account in QuickBooks Online

 

Feel free to drop by here if you have more questions about managing your bank transactions. Would you like some assistance in other areas in QuickBooks? Add the details to your reply and I'll help you out.