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kkotzias
Level 1

Order of columns on bank reconciliation screen

Good evening, 

I would like to have the columns on the bank reconciliation screen show in a different order.  I can't seem to find the answer to that anywhere.  I can change which columns show, but not in what order they show.  I'm using QBO Essentials.

Thank you,

8 Comments 8
JamesDuanT
Moderator

Order of columns on bank reconciliation screen

Currently, we're unable to change the order of these columns, kkotzias. I'd recommend sharing this idea to our Product Development Team. You can click the Gear icon and select Feedback.

 

Thanks for the feedback, kkotzias. Please let us know if you need anything else.

ccptreasurer
Level 2

Order of columns on bank reconciliation screen

Not only that, but when you first go in to the reconcile screen, even though the dropdown shows that things like the reference number and payee are supposed to be there, they aren't. Screenshots below.  The only way to get them to show up is to go back out to the accounting tab, and start the reconciling again. At least it keeps the info you've entered about the statement date and ending balance.... This has been happening for quite a while. Accountant edition, both desktop app (which I've had to stop using because it was SO VERY SLOW) and the browser edition.qbo columns.PNGqbo columns2.PNG

Charies_M
Moderator

Order of columns on bank reconciliation screen

Hi there, ccptreasurer.

 

I want to make sure your issue with missing columns in the reconciliation screen gets taken of.

 

Let's perform some basic troubleshooting steps to resolve the issue. Let's start with an incognito window to determine if it's the browser that's causing the error. 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P 
  • Safari: press Command + Shift + N 

If it works, try clearing your browser's cache to delete temporary internet files and data that's causing unexpected performance in the product. Let me share a link on how to clear the browser’s cache: https://community.intuit.com/articles/1145697.

 

Otherwise, use a different browser to be thorough.

If you're still unable to add user for time tracking only, I suggest getting in touch with our Care Support Team. They'll be able to take a closer look at the issue and identify why columns are missing in the reconciliation screen.

 

 Here's how to get their contact information: 

  1. Go to https://help.quickbooks.intuit.com/en_US/contact
  2. Select  QuickBooks Online.
  3. Scroll down the page, then click the Get Phone Number.

Keep me posted on how things go once you've tried the recommended steps above. I'm still here whenever you need help.

dLearned
Level 5

Order of columns on bank reconciliation screen

This is happening to me as well.  It is the reference numbers (i.e. my check numbers) that is missing.  I can no longer even get them to display at all.  I have tried:

- exiting to the chart of accounts and back in

- clicking the options to show/not show the column

- restarting quickbooks (multiple times)

- restarting it in secure mode (CRTL N)

- tried using different browsers (Chrome and Bing)

 

Yes, it is monstrously slow as well.

 

Cannot reconcile an account if I don't see reference numbers.

 

ZackE
Moderator

Order of columns on bank reconciliation screen

Thanks for joining this thread, dLearned. I appreciate you detailing the troubleshooting steps you've performed so far.
 

I've reviewed our ongoing/solved investigations and can confirm there's currently no records of subscribers reporting that their active columns are missing from the reconciliation screen.
 

I tested this myself in our test drive account and was able to see my Ref no. column after activating it.
 

Here's an image showing my experience:

 

Since yours isn't displaying its reference number column like it should, and you've already confirmed the same outcome occurs while browsing in incognito mode, I'd recommend initially switching to another browsing application.
 

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Microsoft Edge
  • Safari 11 or newer


You can also check a browser's compatibility with your books by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an older version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.
 

In the event you've found no problems that could be causing this with your browsers, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
 

They can be reached while you're signed in:

  1. Use the Help (?) icon.
  2. Choose Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then click Let's talk.
  4. Select Start messaging or Get a call.


Be sure to review their support hours so you'll know when agents are available.
 

I've additionally included a detailed resource about system requirements for QuickBooks that may come in handy moving forward: System requirements
 

I'll be here to help if there's any questions. Have a wonderful day!

dLearned
Level 5

Order of columns on bank reconciliation screen

As mentioned in my initial post, I have the same issue using two different browsers (Chrome and Edge (I stated Bing, but meant Edge)). 

dLearned
Level 5

Order of columns on bank reconciliation screen

I should also clarify that I do see the column sometimes, just not consistently, or consistently through certain steps (i.e. sometimes it displays only if I go to the register from the banking screen (not the Chart), sometimes I have to go to the Chart first, sometimes I have to go to payments only then all, etc. etc.).

 

I have reported the issue through feedback, but to be honest, talking to someone in support for something that occurs for others without resolution is really just a waste of time (contacting support is easily at least an hour or more out of my day...up to 3 hours if I have to do screen share or if the agent is very slow/busy.  Maybe others have that amount of time to spare, but I don't).

Maybelle_S
QuickBooks Team

Order of columns on bank reconciliation screen

I want to ensure this is taken care of, @dLearned.

 

To fix this, I'd recommend getting in touch with our Customer Support Team. This way, they can pull up your account securely and help check the cause of the issue. You can follow the steps given above to do so.

 

I'm attaching these articles about reconciliation that can help you in the future:

 

• Reconcile an account in QuickBooks Online

• How to adjust a reconciliation

• Fix issues when you're reconciling accounts in QuickBooks Online

 

Please drop a comment below if you have other questions. I'll be right here to help.

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