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Level 1

Banking transaction feeds

Can I change my transaction bank feeds to show the debtor amount and the credit amounts instead of all in one column?

4 Comments
Content Creator

Banking transaction feeds

Hi waters-a,

 

When going to the Banking tab to review and categorise your transactions, these are already automatically sorted into two columns, Spent or Received:

 

 

If you are referring to the Reviewed or Excluded tab, this view is unable to be changed from one column to two. Anything in the Reviewed column has however been added to your books, so you can run a report for that account that will display the transactions in two columns instead of one:

 

  1. Go to the Settings icon, then Chart of Accounts.
  2. Locate the account and select Account history.
  3. Filter to your desired date range. Use either the small Print button or Export to Excel button (depending on if you prefer this in PDF or Excel) to export the report. You'll see these above the Balance column (to the right of the page).

 

-Kass

 

 

Level 1

Banking transaction feeds

Hi Kass Thanks for your reply.

When I'm on the bank tab my column headings are Date / Description / Payee / Amount / Assign To / GST

I know in the old file I used I had the same set up as what you described in your message. But this is a new file and looks a bit different.

Ta

Content Creator

Banking transaction feeds

Hi waters-a,

 

Thank you for clarifying! Yes, on the new Banking page all transactions are consolidated into one column instead of two. There have been a number of updates to the Banking page including greater clarity on batch actions, grouping transactions, faster overall responsiveness and the ability to edit the dates of transactions. I would be more than happy to pass on this request to edit or split the column into two to be considered in another update in future. You can also submit feedback in your QuickBooks Online by using the Settings icon (top right) and selecting Feedback. All insights are considered when product enhancements are created and rolled out and we welcome your feedback!

 

-Kass

Level 1

Banking transaction feeds

Thanks Kass appreciate that - it is nice to see the two separate columns when sorting out the transactions.