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November 28, 2023
Question

Is there a way to add "running total" column to the bank transactions screen?

  • November 28, 2023
  • 1 reply
  • 3 views
I need to reconcile the company credit card and, after a number of weeks of no connection, the summary totals don't match - in order to spot the issue it would be helpful to be able to see the monthly totals to try and match with the statements.

1 reply

Level 14
November 28, 2023

Hello EJC2022, thanks for posting on the Community page,  there is no way to add another column to the banking page. To reconcile it is just a case of having your physical bank statement with you whilst you check off all the transactions in your Quickbooks account.