Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Welcome back to the Community, @hansiem.
You're referring to the template format when importing bank transactions using Excel CSV files in QuickBooks Online (QBO), correct? If so, you can only use either a 3-column or 4-column format.
The 4-column format has a Date column, a Description column, and both a Credit and a Debit column. The file must be formatted correctly so the import will be successful. For further guidance with the process, please refer to this article: Import bank transactions using Excel CSV files.
Please leave a comment below if you have any other questions or concerns, and I'll get back to you right away. I'm always here to assist. Have a wonderful day!
Hello FritzF,
Thank you for the response.
I am actually referring to customisation of the data to be displayed on the statements. I have created additional fields on my invoices template and require that data to output onto the statements.
I have already opted to display "list each transaction including all detail lines" (see screenshot) in the statements section of settings but want this information on separate columns so as to have a clean look.
Is this possible?
Your prompt response is greatly appreciated.
Thanks
Thanks for getting back and for the screenshot, hansiem.
You only the option to select either List each transaction as a single line or List each transaction including all detail lines when customising your statements.
Rest assured I'll pass this feedback along to our Product Team. This way, they can discuss on how to add this feature in the future.
For now, you can join the QuickBooks blog and visit the Firm of the Future page to know what's new and coming in the system.
Feel free to post again if there's anything else you need. The QuickBooks Community is always open to help.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here