We understand the value of your time and recognize that efficiency is fundamental to your daily operations, WWII.
We appreciate your feedback regarding the need for a more streamlined method to tag customers or projects directly within the credit card register. Currently, to modify transactions, you must select the Edit option to access the grayed-out areas. This action will open the full transaction form, allowing you to make additional changes.
At Intuit, we work hard to keep pace with your needs, ensuring that our software is a tool for productivity. We are committed to listening to your feedback and implementing changes that reflect what you, our valued customers, truly need. While the feature you're looking for isn't available yet, I encourage you to submit feedback directly to our product engineers. Often, we roll out product enhancements based on customer requests.
To submit feedback, follow these steps:
- Go to the Gear icon at the top.
- Select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
For further information on how to directly edit your transactions from the register, please review this article: Find, review, and edit transactions in account registers in QuickBooks Online. This resource also offers guidance on locating the transactions you need.
For future guidance, you may find this article useful for best practices in account reconciliation: Reconcile an account in QuickBooks Online. It also includes advice on how to manage challenges that may occur during the reconciliation process.
If you ever find yourself needing assistance with a specific process or any aspect of QuickBooks Online, don't hesitate to reach out. You can drop your questions below or start a new discussion thread. We're here, ready to provide the support and answers you need.
