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December 2, 2023
Question

I am a bookkeeperMy client has a lot of bank accounts (due to multicurrency)Is there a quick way to see transactions on ALL the accounts that need review? (so I nag!)

  • December 2, 2023
  • 1 reply
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1 reply

December 2, 2023

I agree that seeing all the transactions with different currencies in one frame is convenient, @Julia11_2. I'll route you to the department that accepts feature requests.

 

The For review tab will only show the currency assigned to its bank. Therefore, viewing entries with multicurrency for all the bank accounts is currently unavailable.

 

It's our utmost goal to cater to all business needs. With this, I recommend sharing this idea with our Product Developers. They may consider adding this for future updates depending on the number of users' requests.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

Visit this website to track your suggestions. Our blog will also update you with recent events and developments.

 

This article will help you learn more about matching transactions: Categorise bank transactions in QuickBooks Online.

 

Once you're ready to book the transactions for the month, follow this guide: Reconcile an account in QuickBooks Online.

 

Tag me if you need more assistance with matching or reconciling your banking transactions moving forward. I'm always here to help you. Enjoy your day ahead!