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September 9, 2024
Question

Will there be any QuickBooks Online enhancements to provide the "REF NO." and "PAYMENT METHOD" fields under the Bank Transactions, For Review section?

  • September 9, 2024
  • 1 reply
  • 0 views
These fields are currently only available after the transaction has already been added and moved to the CATEGORIZED section.

1 reply

September 9, 2024

These features are currently unavailable in QuickBooks Online (QBO), Info. I'll go into detail about this.

 

In the meantime, I suggest sending feedback to our Product Engineering team so they can consider them in future enhancements. To do so, please follow the steps below:

 

  1. Open your QBO account.
  2. Click the Gear icon in the upper-right corner.
  3. Select Feedback under Profile.
  4. Share your feedback.
  5. Click Next to submit.

 

You can refer to this link so you can track the status of your request and get the latest updates from our development team: QuickBooks Online Customer Feedback.

 

Additionally, you might want to visit this article and learn how to use bank rules to automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions in QBO.

 

I'd be more than happy to assist if you have further questions about bank transactions. Have a good one.