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March 16, 2023
Question

Is there a way of only seeing 1 line on the bank statement screen for a multi line transaction?

  • March 16, 2023
  • 1 reply
  • 0 views
So that when I reconcile the bank statement to the Bank screen in QB it's one line to one line instead of multiple lines in QB to one line on the bank statement.

1 reply

DivinaMercy_N
March 17, 2023

Hello there, @nanette2. I want to ensure this will be taken care of. 

 

In QuickBooks Online (QBO), the option to see 1 line on the bank statement screen for a multi-line transaction when performing reconciliation is unavailable. I know how useful it is to have this feature in optimizing your navigation and making your work easier. That said, I recommend sending feedback to our product developers. This way, they can review this specific part of the program and consider adding this option in future updates. 

 

Here's how:

 

  1. In your QBO account, go to the Gear icon.
  2. Next, select the Feedback option.
  3. From there, enter the details of your product comments, suggestions, and requests. 
  4. Then, click Next to submit. 

 

For an additional guide in reconciling your account, feel free to check this page: Learn the reconcile workflow in QuickBooks.

 

Also, QBO will automatically create a report after the session. For detailed steps, read this article: How do I view, print, or export a reconciliation report?.

 

If you have any other concerns about reconciling your transactions in QuickBooks. Have a good one and stay safe.