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NEW Connect to DBS IDEAL direct bank feeds Click here

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RCV
QuickBooks Team
QuickBooks Team

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Thanks for checking in with us, Robman.

 

I understand how important it is for your company to see the bank details in the QuickBooks Online (QBO) mobile app. However, this option is unavailable and you can only access this feature in eh web version. We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Here's how:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

Furthermore, you can visit this page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. To see the bank details, just access your QBO account on the web. Then, follow the steps below:

 

  1. Go to Transactions on the left menu and choose Bank Transactions.
  2. Click the Gear icon.
  3. Scroll down to Transaction details.
  4. Select Show bank details.

 

bank.PNG

 

 

Once QuickBooks downloads your transactions, you need to review and categorize your transactions. To streamline the review process, you may create a bank rule that automatically categorizes transactions for you.

 

 Please leave a comment below if you have other questions while working with your bank entries in QBO. I'm more than happy to help you again. Have a good one.