is column size a quickbooks online settings

The Bank Detail is always attached to each deposit and expense you can see it by clicking on the blue “Online Banking Match” link in the upper left of every transaction. Making the date field editable allows you to change the transaction date so it appears in the desired period. The check really should be dated when you wrote it, but if you rely on the banking feed, it will be reported in the following month. Most of the time this works fine for small businesses, but in some circumstances this is not 100% accurate.įor example, you may write a check at the end of the month that doesn’t clear until the following month. Some companies do their bookkeeping after-the-fact by relying on the Banking Feed to enter their expenses. Deposits will have positive numbers and expenses will show as negative numbers. Show amounts in 1 columnīy default, the Banking Feed has a Spent Column and a Received column. Sorting by Description in conjunction with Groups will expand and collapse the feed by Bank Detail. This will allow you to expand and collapse the transaction list by month.ĭid you also know you can sort by Description? That allows you to manage an entire year’s worth of vendor transactions all at once, instead of 12 times through the year. ALWAYS assign a Payee, even if it’s generic. You can also turn off the Payee column, but this is a BAD idea! You need to assign Payees to see these expenses in the Vendor list, or if they’re 1099-related.

You can turn on the Check Number column if it will help you to sort by check numbers (some banks don’t include the check number in the Bank Detail, in which case this won’t help).

To see the list, click on the baby gear on the top right of the list of transactions in the Banking Center. Look what I found!™ QuickBooks Online’s Banking Feed has new options so you can customize it to suit your own company’s workflow!

Is column size a quickbooks online settings