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QuickBooks Team
QuickBooks Team

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We aim to provide you with the better experience possible with QuickBooks Online (QBO), CFOSecrets.

 

If you are referring to adding comments in the reconciled transaction, just enter them in the Memo column. Just access the Bank register page and open the per transaction and manually type the notes in that column. Then, click Yes in the Warning message. See the screenshot below: 

 

 

 

 

On the other hand, we'll need to manually delete the dollar signs and convert the numbers when downloading a financial report in Excel or CSV format. 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. Let me demonstrate:

 

  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.

 

I've attached screenshots below for your reference:

screenshot.PNG

 

Furthermore, you can visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. I'm also adding this extra reference about personalizing and managing reports in QBO: Customize, automate, print, and export reports in QuickBooks Online.

 

If there's anything else that I can help you with aside from managing your financial reports, please let me know in the comments below. I'll be here ready to lend a helping hand. Have a good one. 

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