Columns and Transactions to Display - Accounting Software Secrets
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Columns and Transactions to Display

Columns and Transactions to Display

Columns to Display and Limiting Transactions


New with version 2004 was the ability to change the bank reconciliation screen.  For the checks and deposits, it is now possible to customize what information is visible when reconciling the QuickBooks activity to the bank statement.  Turning on or off the columns is as easy as placing a check mark before those columns to be used, or removing the check mark from those that will not be visible.

QBRA-2004: Banking > Reconcile > Enter the ending balance > Continue > Columns to Display

Limiting Transactions


Also new with version 2004 is the ability to check the box and limit transactions to on or before the statement date.  This makes the reconciliation process easier because any transactions after the statement date will not appear in the reconciliation window.

More information on this topic

Overview of Version 2004