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heckhelm
Level 2

Reference number when categorizing transactions from bank feed

I have connected my bank account and am trying to categorize transactions rather than enter them manually. The only problem there is no reference number option to enter a check number. Is there a way to add the reference number field?

1 Comment 1
CharleneMaeF
QuickBooks Team

Reference number when categorizing transactions from bank feed

Yes, it's possible to add a reference number field, heckhelm.

 

I'm here to show a way on how to manually add a check number on your bank transactions in QuickBooks Online. You may follow these steps:

 

  1. Go to the Banking or Transactions menu.
  2. Select the Banking tab and then click For Review.
  3. Click the Gear icon.
  4. Place a checkmark beside the Check No. checkbox.

 

For your visual reference, I've attached some screenshots below.

che.PNG

che1.PNG

 

Additionally, I've included an article that'll guide you in organizing your transactions in QuickBooks Online. This helps you ensure your books are accurate: Categorize and Match Online Bank Transactions.

 

You may also want to consider reconciling your accounts. Doing so can help you make sure your real-life bank statement matches your QuickBooks accounts.

 

For more banking concerns in QuickBooks Online, feel free to comment down below. We're always around to help.

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