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S-V
Level 1

Changing UI in Banking & Unreviewed transaction searching

New to QB Accountant Online and have 2 main queries:

 

1) How do I change the layout/UI of the 'Banking' tab to the one in the desired image posted?

One of my client's is like this, but most of the others aren't. I find this UI a lot more convenient so would like to change to it.

 

2) It only allows me to search by description or check number; is there a way to search amounts too?

It'll make it a lot quicker to check the bank with a stack of invoices compared to the Ctrl+F.

I know there's a 'search' function in the top right, but that doesn't allow me to search transactions that haven't been reviewed; not to mention, when using either method, it's annoying to need to add a comma for figures over '$1,000'.

Solved
Best answer August 11, 2020

Best Answers
Steven_Product Champion
QuickBooks Team

Changing UI in Banking & Unreviewed transaction searching

Hi S-V,

 

Thanks for reaching out to us using the Community today. To answer in parts:

 

  1. The change layout/UI of the Banking tab is being progressively rolled out to a percentage of company files as the new official layout, before the remaining QuickBooks files follow suit. I understand the inconvenience but please allow for all the remaining QuickBooks to be changed in time via update. 
  2. The feedback of more flexible filter options on the Banking tab has been strong topic of discussion as we've received this from other Pro-Advisors and is one the product team is keen to implement. I agree that increasing options within the For Review tab would help in managing new transactions. I would really encourage you to lodge this feedback with us to join the growing number of Pro-Advisors who would like to see this implemented. Please see steps of how to provide Feedback below. 
  • Select the Gear icon at the top, then Feedback.
  • Enter your comments or product suggestions then select Next.
  • You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  • From the drop-down, choose the appropriate category, then select Send message.

Thanks,

 

-Steven

View solution in original post

1 Comment 1
Steven_Product Champion
QuickBooks Team

Changing UI in Banking & Unreviewed transaction searching

Hi S-V,

 

Thanks for reaching out to us using the Community today. To answer in parts:

 

  1. The change layout/UI of the Banking tab is being progressively rolled out to a percentage of company files as the new official layout, before the remaining QuickBooks files follow suit. I understand the inconvenience but please allow for all the remaining QuickBooks to be changed in time via update. 
  2. The feedback of more flexible filter options on the Banking tab has been strong topic of discussion as we've received this from other Pro-Advisors and is one the product team is keen to implement. I agree that increasing options within the For Review tab would help in managing new transactions. I would really encourage you to lodge this feedback with us to join the growing number of Pro-Advisors who would like to see this implemented. Please see steps of how to provide Feedback below. 
  • Select the Gear icon at the top, then Feedback.
  • Enter your comments or product suggestions then select Next.
  • You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  • From the drop-down, choose the appropriate category, then select Send message.

Thanks,

 

-Steven

View solution in original post