cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Discover the updated GST rates in QuickBooks Online Singapore Find out more
user00474
Level 1

How do I add payment method column to the bank reconciliation screen?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

How do I add payment method column to the bank reconciliation screen?

Let me point you in the right direction about your concern, user00474.

 

The columns you see on the Reconcile screen are embedded in QuickBooks Online (QBO). That’s why adding the payment method column is currently unavailable.


We strive to deliver products that are well-suited to our customers' needs. Hearing your thoughts and ideas can even help us achieve this goal.

 

You can send feedback about adding more columns on the bank reconciliation screen directly to our product engineers. They're always considering customer suggestions when deciding what to include in future updates. Here’s how to submit one:

 

  1. In QuickBooks Online (QBO), head to the Gear icon and choose Feedback under Other.
  2. Enter your product suggestions in the Feedback window.
  3. Click Next to submit.


I want to make you can match your transactions and balance your account smoothly. This reference will walk you through the entire reconciliation process: Reconcile an account in QuickBooks Online. It includes instructions on how to review past reconciliations and edit a completed one.


If you run into any hurdles reconciling your bank or credit card account, these resources contain solutions on how to resolve them. The troubleshooting is scenario-based so I recommend selecting the one that fits your situation.

 


For future reference, this link shows a list of topics that guide you on how to handle any banking-related activities such as making deposits, and categorizing entries, to name a few: Self-help articles.


This information should help you move forward today, user00474.


Drop a comment below if you have additional questions about the reconciliation process. I’m always ready to answer them for you. Have a great day ahead.