Add a custom column to Account Reconciliation tasks | Feature Requests

Add a custom column to Account Reconciliation tasks

under review

Donna Harris

Column to compare the QBO bank account balance vs the bank statement info.

Or, a column to note the exact date the account was last reconciled for easy reference.

Created by Shana Murraywolf

March 31, 2022

Tricia Grimes

I would like to use this feature to compare tax return balances to QB balances.

Jackie Anthony

I so need that notation of the bank statement amount as we've got separate Google sheets per client to give us the breakdown for the QBO clients...it's easier to see things in Xero just not so much in QBO

Taylor Clouse

Would be great to be able to manually add a last reconciled date in non-connected client files

Ben Stein

marked this post as

under review

Ben Stein

Merged in a post:

A "Usual Statement End Date" field in the Account Reconciliation field

Greg Cullup

May 16, 2022

Tyler Otto

I think the better solution on this would be to allow us to add task descriptions to recons the same way we do for Pre-Close tasks. Frequently we need notes like "only available after the 12th", or "Have to email the clients 3rd cousin Bob to get statement", or "Need 2 factor auth to obtain statement. Client is only available to text us code on Tuesday's after 2".

Ben Stein

Tyler Otto: I believe this should now be doable with checklists/subtasks on account reconciliation tasks.