Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
July 6, 2026
Question

In bank transactions the action column does not show all the options

  • July 6, 2026
  • 1 reply
  • 10 views
n bank transactions the action column does not show all the options

1 reply

QuickBooks Team
July 6, 2026

To resolve this, ensure you are using the new Banking (Transactions) experience in QuickBooks Online. The older version does not display all available actions. QuickBooks Online offers two banking views, and the options in the Action column depend on which version you are using.

To view all available options, switch to the new banking experience:
 

  1. Navigate to Accounting, then select Bank Transactions.
  2. Look for the banner or option labeled “Try new banking page" or "Switch now".
  3. Once the page refreshes, check the Action column again. You should now see all options.


Once you are on the new banking page, the full set of actions will be available in a cleaner dropdown format, making transaction management easier.

If you prefer staying on the old view, click directly on the transaction line to expand it. This will reveal additional options that are not visible in the Action column.

For more details on these updates, please see this article: Learn updates to the new AI-powered banking page.

Feel free to chime back if you need more help.