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arkvalleyinfo
January 3, 2019
Question

Is there a way to add the "customer" column in the credit card register?

  • January 3, 2019
  • 1 reply
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Original commenter did not share additional details

    1 reply

    MorganB
    MorganB
    January 3, 2019

    Hello, pamhender101.

     

    Welcome to the Community. I'd be happy to provide some insight on your question about adding a column to your credit card register.

     

    I can see how having the ability to add a customer column to the credit card register would be helpful for organization purposes. One way to enter the customer's name to transactions in the register would be to include it in the memo box. This can be done by:

     

    1. Click the Banking tab in the left navigation bar.

    2. Make sure the account you need to work in is highlighted blue at the top of the page.

    3. Select the blue Go to Register link.

    4. Click the transaction you'd like to add a customer name to, and choose Edit.

    5. Enter the customer's name in the Memo field, then click Save and close.

     

    The ability to add a column to the register isn't currently available. I'll be sure to pass this suggestion along to the Product Development Team. You can keep an eye out for feature releases and other news here at the QuickBooks Blog: https://quickbooks.intuit.com/blog/.

     

    I wish you and your business continued success. Please let me know if you have any other questions.

    S
    sid000
    May 5, 2019

    I would like to add a memo column in register view without going to 2 line display.  This is easy to do in Quicken, how about it?

    M
    Mark_R
    May 6, 2019

    It's good to see you here in the Community, @sid000.

     

    Let's customize your register page so you'll get a single-line transaction display.

     

    Here's how:

     

    1. From the left menu, click Accounting.
    2. Select Chart of Accounts.
    3. Look for the bank/credit card account, then click View register under Action column.
    4. On the Bank Register page, click the Gear icon.
    5. Mark the Memo and Show in one line check box.

    Once done, you'll be able to view your register with a single-line transaction display.

     

    In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

     

    That's it! Don't hesitate to let me know if you have other concerns about your bank register. I'll be around if you need any help.

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