Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
ZuzanG
QuickBooks Team

Reply to message

Hello, tpaulet.

 

Currently, we can only use specific pre-defined fields as seen on JTEH's screenshot. I do like the idea of utilizing Custom Fields to categorize your bank transactions, as it gives you more flexibility and speeds up the process while adding more elements to your reports.

 

So, let's take this opportunity and forward this to our Product Development Team for consideration in future updates.

 

To send feedback, go to the Gear icon, then select Feedback and share your thoughts about adding Custom Fields when managing your online bank transactions.

 

You can utilize the Class feature in the meantime to categorize or classify your bank transactions.

 

Additionally, you can use this article by checking your deposits reports so that you track your transactions: Run a report in QuickBooks Online.

 

We're committed to continuously improving our services and features to meet your needs. Leave a reply below if you'd like to further discuss the process of managing your bank transactions. We'll be glad to help.

Need to get in touch?

Contact us