We appreciate you bringing this matter into this forum, Sarah.
QuickBooks Online allows you to use custom fields for sales forms and purchase orders, providing the flexibility to add specific data and generate detailed reports for valuable insights. However, the option to add it within bank feeds is currently unavailable.
We acknowledge how useful the tags feature was for your transaction management and see the demand for a comparable solution. Therefore, I recommend sending feedback directly to our product development team. They’ll review your input and may incorporate it into future updates to improve your overall experience.
Here's how:
- Click on the Gear icon, then choose Feedback.
- Share your product improvement ideas.
- Click Next to submit.
Additionally, these materials ensure you'll have a smooth transition to custom fields and discuss information on how this feature can be beneficial to your business:
Moreover, reconcile your accounts regularly after categorizing all your income and expenses. This ensures QuickBooks data matches your real-life statements for accurate reporting and tax calculation.
We're always a message away if you need future guidance organizing transactions in QuickBooks Online. You can ask any questions in this thread, and we'll respond with all the necessary information to address them.
