Is there a way to add the "customer" column in the credit card register?

Hello, pamhender101.

Welcome to the Community. I'd be happy to provide some insight on your question about adding a column to your credit card register.

I can see how having the ability to add a customer column to the credit card register would be helpful for organization purposes. One way to enter the customer's name to transactions in the register would be to include it in the memo box. This can be done by:

1. Click the Banking tab in the left navigation bar.

2. Make sure the account you need to work in is highlighted blue at the top of the page.

3. Select the blue Go to Register link.

4. Click the transaction you'd like to add a customer name to, and choose Edit.

5. Enter the customer's name in the Memo field, then click Save and close.

The ability to add a column to the register isn't currently available. I'll be sure to pass this suggestion along to the Product Development Team. You can keep an eye out for feature releases and other news here at the QuickBooks Blog: https://quickbooks.intuit.com/blog/.

I wish you and your business continued success. Please let me know if you have any other questions.

I would like to add a memo column in register view without going to 2 line display.  This is easy to do in Quicken, how about it?

It's good to see you here in the Community, @sid000.

Let's customize your register page so you'll get a single-line transaction display.

Here's how:

1. From the left menu, click Accounting.
2. Select Chart of Accounts.
3. Look for the bank/credit card account, then click View register under Action column.
4. On the Bank Register page, click the Gear icon.
5. Mark the Memo and Show in one line check box.

Once done, you'll be able to view your register with a single-line transaction display.

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

That's it! Don't hesitate to let me know if you have other concerns about your bank register. I'll be around if you need any help.

Yup - sounds easy but my screen (Quickbooks Pro 2017) doesn't look like yours and has no gear icon.  It is a credit card account that I am trying to add the memo field to.

Hi Mark,

There is no gear icon my register for the credit card account (or any register account, for that matter).  I will be happy to send you a screenshot via email.  Using QB Pro 2017.  Thanks!

I too tried to add Class column to the credit card register.  I enabled class tracking.  I repaired Quickbooks Pro Destop 2018.   I looked for Class among the Available Columns to add.  It was not there.  I know one can get to it by Edit Transaction, just one more step that slows entry down.  I am surprised by QB Pro Desktop 2018.  I'm sorry.  QB Pro Desktop 2018' seems to be a step down from QB Pro 2014.  (Even that fat Search bar at the top of the Chart of Accounts is an annoyance.)  Please, would Intuit put the Class column back into the registers??

Hi GarlynGay -  I owe the community an apology, I actually remembered how to do it at the register page,  Just use a shortcut  <Alt+S>  and it opens the Transaction quickly, with the Class column.  Lately, my PC died. right at the critical time, the end of calendar year.  I had put in everything brand new, including Quickbooks Pro 2018 Desktop.  I was so nervous, I had forgotten the routine.  I understand, to add a Class column is not feasible at this time.  But all is well,.  Thank you for your response and courtesy.

Please do pass the suggestion of  The ability to add a column to the register along to the Product Development Team. Quickbooks desktop is behind in not being able to code a credit card expense to a particular customer project when you upload the transactions from bank feed. Why even have job costing if you can't code the expense to the customer job. I understand that you can class it, but classing is for secondary coding. 1st you code to the job, then you class it to the location or phase of the project. So incredibly frustrating. 

We want to ensure you'll get the best service while also ensuring you'll get the help needed, @KingEnt.

I want you to know that I hear you and your voice matters. I'll be passing along your requests directly to our product developers by creating a feedback ticket.

While waiting for updates, you can always visit the following links below for reference:

• QuickBooks Resource Center
• Firm of the Future

Keep me posted in the comments if you need any other help. Always got your back here in the Community.

I am another customer interested in having class in the register.

this was helpful, but is there a way to add the 'Customer' to the Bank Register view?  I would like a fast way to review/be sure that each entry has the 'Customer' field filled out.

Thanks for following this thread, @scot19. We can only enter the customer's name to transactions in the register in the memo field. 

If you're using QuickBooks Online, here's how:

1. Click the Banking tab in the left menu.

2. Ensure the account you need to work on is highlighted in blue.

3. Select the blue link that says Go to Register.

4. Click the transaction you'd like to add a customer's name to, then hit Edit.

5. Enter the customer's name in the Memo field, then click Save and close.

However, if you're using QuickBooks Desktop, you can create rules to speed up the categorization of your transactions. That way, you can assign a Customer:Job to the transactions. 

For more details, check out the steps under Optional-Create rules to categorize transactions in this help article: Add and match Bank Feed transactions in QuickBooks Desktop.

I wish you and your business continued success. Please let me know if you have any other questions.

3 years later, and I would like to know how to add the customer field. I'm sure it will be, it is not possible. 

Thanks

Melissa

I must have hit something while searching in "Go to" desktop because not its showing only 1 line. Can somehelp with changing my view back to the 2 line in which the memo line shows?

How do i change my check register view back to 2 lines showing the memo line? i accidentally hit something and now its 1 line with a blue background. 

Is there a way to have a column directly in the register to tag a customer / project while in the credit card register without going to "edit" for that transaction? Nobody wants to spend the extra time with entering the transaction twice just to get it tagged to the correct customer or project. That was the original question, and seems that once again, its another item that people have been asking about since 2019 that still has no capability, yet we keep paying more for this software.