Intuit has updated the look and feel of the bank account registers in QBO. Some of the biggest changes include:
1. TRANSACTION ORDER: Newest transactions are on top of the page now. No more scrolling to the bottom to see the latest activity.
2. ADD CHECK: To add a new check directly in the register, there is an “Add check” link right above the date column. There you can also find a pull down menu for other types of transactions.
3. RUNNING BALANCE: The running balance has been removed as a default. This is because having it there slowed down the page load. The ending balance can be seen at the top of the page, but if you want the running balance put back under the register’s settings gear (next to the printer icon).
4. RECONCILIATION STATUS: The ending date of the last reconciliation can be found right at the top under the balance.
5. SEARCHING & FILTERING: Searching by date has changed. Click on the filter icon. Besides filtering by date, you can also filter by reference (check) number and by amount. BUT to filter by an amount, you must use a currency symbol (dollar sign) in front! The option to filter for greater than and less than is there too. Once you have inputted your search criteria, click Apply. The filtered register can be printed by clicking on the printer icon at the top.
6. IMPROVED PAGINATION: You can now see how many pages the register has and can choose which page you want to see rather than clicking next, next, next, next.
7. BANK FEED MATCH: Besides the bigger and easier to read look, I am also liking how the transaction status appears. If a transaction has been matched to something in the bank feed, there is now a big green double arrow icon. This makes it much easier to spot any transactions that haven’t been matched and may need attention.
To install the new register, click on the company gear, QuickBooks Labs, New Registers. Flip the button to ON.
1. TRANSACTION ORDER: Newest transactions are on top of the page now. No more scrolling to the bottom to see the latest activity.
2. ADD CHECK: To add a new check directly in the register, there is an “Add check” link right above the date column. There you can also find a pull down menu for other types of transactions.
3. RUNNING BALANCE: The running balance has been removed as a default. This is because having it there slowed down the page load. The ending balance can be seen at the top of the page, but if you want the running balance put back under the register’s settings gear (next to the printer icon).
4. RECONCILIATION STATUS: The ending date of the last reconciliation can be found right at the top under the balance.
5. SEARCHING & FILTERING: Searching by date has changed. Click on the filter icon. Besides filtering by date, you can also filter by reference (check) number and by amount. BUT to filter by an amount, you must use a currency symbol (dollar sign) in front! The option to filter for greater than and less than is there too. Once you have inputted your search criteria, click Apply. The filtered register can be printed by clicking on the printer icon at the top.
6. IMPROVED PAGINATION: You can now see how many pages the register has and can choose which page you want to see rather than clicking next, next, next, next.
7. BANK FEED MATCH: Besides the bigger and easier to read look, I am also liking how the transaction status appears. If a transaction has been matched to something in the bank feed, there is now a big green double arrow icon. This makes it much easier to spot any transactions that haven’t been matched and may need attention.
To install the new register, click on the company gear, QuickBooks Labs, New Registers. Flip the button to ON.
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