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Hi there, @Stella S. Let me share some information about adding notes to bank transactions for reconciliation.
Currently, adding a note on bank transactions isn't possible in QuickBooks Online (QBO). What we can do is use the Memo field instead.
However, if you still need to have this field available, I would suggest sending feedback or feature requests to our developers. They can review your suggestions and might make some adjustments in the next update. Here's how you can submit them directly from your account:
- Go to the Gear icon and select Feedback.
- Type in your feedback and suggestions about adding a note field in bank transactions.
- Click Next to submit them.
Additionally, here are some articles that you can read to help speed up the review process of your clients' online bank transactions:
- Categorize and match online bank transactions
- Set up bank rules to categorize online banking transactions
Please let me know if I can be of additional assistance by leaving a reply below. I’m always here to help. Thanks for dropping by, and have a great day!
