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nonyanon
July 29, 2021
Question

Inputting draft info in 'For Review' transactions

  • July 29, 2021
  • 1 reply
  • 0 views

It would be VERY helpful if I can input info in the memos, categorizing,add project, location etc in the 'For Review' transactions, then 'x' out, and then go back to them later to finish up and select 'Add'.

 

Sometimes I have to input info and then share screen with my boss to clarify transactions - and I really need that previously entered info to remain in the 'For Review' transactions.  This would be a HUGE time saver instead of creating a table with the transactions in question and having to re-enter it in QB.

 

Thanks!

ny

1 reply

AlexV
AlexV
July 29, 2021

Hi nonyanon!

 

Thanks for reaching out to us. Allow me to assist you with the banking.

 

I also like the idea of saving details on the For Review bank transactions without adding them to your books. While this is not possible, I encourage you to send feedback to our engineers. Let them know that you need this kind of feature in QuickBooks Online. Go to the Gear icon and select Feedback.

 

What I can suggest for now is to set up bank rules. This can also save time by auto-assigning Transaction type, Category, Tags, Payee, and more to your downloaded transactions. 

 

Need help in reviewing the downloaded bank entries? Please check this link: Categorize and match online bank transactions in QuickBooks Online.

 

Keep on posting here if you have additional questions. Have a great day!

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