Bank Transactions

Thank you for jumping into this forum again, Lisa. We recognize that adding the option to record reference numbers for debit or credit card expenses would be a great way to track these transactions seamlessly.

The Check No. field option in the banking page for downloaded entries in QuickBooks Online is for transactions made by check. While a field designed for debit or credit card expense reference numbers is currently unavailable, I recommend sending feedback directly to our product engineers. These will be gathered to assess its functionality and might be considered when working with future product updates.

Here's how:

1. Click on the Gear icon, then choose Feedback.
2. Share your product improvement ideas.
3. Click Next to submit.

You can keep track of your ideas or suggestions by visiting this website: Customer Feedback for QuickBooks Online.

Also, it's worth noting that you can use bank rules to categorize your income and expenses automatically. Aside from saving you time, it helps keep your record accurate for precise reporting and tax calculation.

Please add a reply below to notify us in the Community if you have additional questions about downloaded transactions or QuickBooks Online in general. We've got your back.