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G
Giffola
September 20, 2025
Question

QBO - Bank Transactions - New menu

  • September 20, 2025
  • 1 reply
  • 0 views

In QBO, when going into the Bank Transactions screen where you can see your downloaded transactions to match, add, etc there is a new menu smack dab in the middle that allows you to select "For Review, Categorize or Excluded" transactions.  Is there a way to get rid of this menu?  It is taking up valuable screen real estate, forcing me to have to scroll around to process my downloaded transactions.

 

Not sure the intended purpose of this new menu, but if it is to help with the downloaded transactions couldn't it just be added to the filters which are already in place "All Dates, All Transactions, Search", so that it does not add to the screen clutter causing me to have to do extra work?

 

And before it's mentioned, I already submitted feedback.

1 reply

A
ArielIQuickBooks Team
QuickBooks Team
September 20, 2025

I completely understand how challenging it can be to have a new menu inserted right in the middle of the screen, especially when it impacts your workflow and takes up valuable space you rely on to efficiently process your transactions, @Giffola. I also appreciate your sending feedback right away to remove this feature.

As of now, QuickBooks Online (QBO) does not provide a native option to remove or hide the new For Review, Categorize, or Excluded menu that appears within the Bank Transactions screen. The menu is designed as a quick navigation tool, allowing users to easily jump between the three important segments of their bank transactions without needing to use multiple filters or tabs.

Please rest assured that our product engineering team thoroughly reviews all customer feedback that is submitted. Your input is valuable and plays an important role in helping us understand how changes impact users’ day-to-day workflows. Your suggestions will be carefully considered as we plan and prioritize future updates to improve the overall user experience.

We truly appreciate you taking the time to share your thoughts, and we remain committed to continually enhancing the product based on feedback like yours. If you have further concerns, please don't hesitate to reach out, and we'll be right here to help you anytime. Take care!

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