Hello there, nandi. I understand the need to add a payment column to bank transactions.
In QuickBooks Online (QBO), the columns on the banking page are default and cannot be customised. Therefore, adding a column is unavailable. However, you can categorise transactions and use the Find Match feature to allocate payments to invoices, allowing for accurate tracking and allocation of payments within the system.
Here's how:
- Go to the Banking menu.
- In the For Review tab, locate and click the transaction to match.
- Click the Find match button.
- Select the invoice.
- Hit Save.
You may also want to look at a third-party application that can help allocate payments directly to the client. You can find one by visiting this website: Apps for QuickBooks Online.
For documentation on matching or categorizing your bank records, read this article: Categorise and match online bank transactions.
Additionally, I encourage reconciling your accounts monthly to manage income and expenses. For a step-by-step guide, refer to this article: Reconcile an account.
Let me know if you need more help managing payments and bank transactions in QuickBooks. I'm always here to help. Take care.
