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Dennis74
Jun 26, 2023 3:56 PM UTC
Solved

Adding details in the Bank Reconciliations

Hi,

 

Is it possible to add different types of information in the Details section of the QBO bank reconciliation reports? For example, can we add the Category type field to give the reader more information?

 

Thanks

 

Dennis

Trish_TAnswer
Jun 26, 2023 4:32 PM UTC

Hi Dennis74,

 

Thanks for reaching out here.  I can see how beneficial it would be, to have the option to customize reconciliation reports in QuickBooks Online.  However, the information included is set by default, and adding additional information currently isn't available.  If you'd like to see customization options moving forward, please feel free to submit a suggestion to our Development Team.  Customer recommendations are greatly appreciated, in assisting with improving your overall customer experience with QuickBooks Online.

 

If you have any other questions, feel free to reach back out.  We'd be happy to help!

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1 reply

Trish_TAnswer
Jun 26, 2023 4:32 PM UTC

Hi Dennis74,

 

Thanks for reaching out here.  I can see how beneficial it would be, to have the option to customize reconciliation reports in QuickBooks Online.  However, the information included is set by default, and adding additional information currently isn't available.  If you'd like to see customization options moving forward, please feel free to submit a suggestion to our Development Team.  Customer recommendations are greatly appreciated, in assisting with improving your overall customer experience with QuickBooks Online.

 

If you have any other questions, feel free to reach back out.  We'd be happy to help!

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