View Full Version : Bank reconciliation suggestions
01-16-2007, 05:50 PM
It would be nice in the bank reconciliation screen to be able to sort by any of the columns. Sometimes it's hard to find a particular amount and if you could sort by amount, it would be very easy.
It would also be nice to be able to "unmark all" for deposits and checks separately. There are times when a bank rec isn't coming out and you want to start over, but you know all the deposits are correct so you don't want to unmark those, or vice versa.
01-16-2007, 05:59 PM
Fantastic idea, Lisa. Did you also submit this idea to Intuit, through Feedback? I would if I were you.
01-16-2007, 06:00 PM
I have submitted the feedback to have the choice on the 'unmark' all - it makes me crazy when one side is fine but the other isn't and I have to start all over or manually unmark them. Seems like it would an easy code, but maybe not.
01-17-2007, 09:51 AM
Maybe you guys have a lot more "unticking" to do than I do, but I don't find it that bad. You know you don't have to "untick" individually - just hold the left mouse button down while you are on the first item to be unticked, and pull down - one tick per batch - not that big a deal.
01-17-2007, 10:31 AM
Until QB adds the sort capability, you can create a custom transaction detail report, filter it to match the recon and sort the report on any field. Set the cleared status filter to No and both uncleared and * transactions will be included.
01-17-2007, 10:39 AM
Nice tip! Thank you.
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