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EJC2022
Nov 28, 2023 11:49 AM UTC
Question

Is there a way to add "running total" column to the bank transactions screen?

I need to reconcile the company credit card and, after a number of weeks of no connection, the summary totals don't match - in order to spot the issue it would be helpful to be able to see the monthly totals to try and match with the statements.

1 reply

Ashleigh1
Nov 28, 2023 2:30 PM UTC

Hello EJC2022, thanks for posting on the Community page,  there is no way to add another column to the banking page. To reconcile it is just a case of having your physical bank statement with you whilst you check off all the transactions in your Quickbooks account. 

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