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June 18, 2025
Question

Bank Register

  • June 18, 2025
  • 1 reply
  • 10 views

Is there a way to have the bank register show more info 'at a glance' without having to click into it further? If we wanted to add GL # and if a charge is split between multiple payee accounts (or projects), it lists them all and their breakdowns without having to click into the charge that says 'split'? Thanks!

1 reply

JenoP
QuickBooks Team
June 18, 2025

Having a quick glance can indeed save time when working in your bank register, lisa-2i-t-com.

 

Right now, there's no option to see the details if there are multiple accounts or payees involved in the transaction. You'll need to click or open the transaction to see the details.

 

Please know that QuickBooks Online’s design simplifies how transactions are presented in the bank register to prioritize clarity and speed.

 

We also value user insights on how to improve existing or add new features in the program. Please submit a feature request through our feedback channel. This will help our development team decides what enhancements to make, ensuring QBO keeps evolving to meet your needs.

 

Here's an article on how to do this in QBO: Give feedback on QuickBooks products and services.

 

Check out this article in case you might need this in case you need to directly add transactions in your bank register: Manually add transactions to account registers in QuickBooks Online.

 

Please know that the Community is always here if you have any other QuickBooks-related inquiries.