In our Quickbooks Online we have our bank account linked, so that we can click a button to update and all of the transactions in our bank account are pulled directly into Quickbooks where they can be reviewed and matched to existing Quickbooks transactions, or added as new Quickbooks transactions.

90% or more of the transactions we put into Quickbooks Online are entered this way, by adding the transaction as new when it pulls over from the bank.

In the "For Review" tab we are able to enter in the name of the Vendor/Customer, the Category that the transaction belongs in, and a memo for the transaction. However there does not appear to be any field in this for review section that allows us to indicate what the payment method was (Direct Deposit from our companies or Customers, Credit/Debit card payment, Check, etc.) However when entering a transaction manually these fields exist.

This means that everytime a transaction from the bank is added for either money coming in or money going out, I am having to then go to the Reviewed tab and edit the transaction so I can put this information in. This is very counter productive and seems to be a huge oversight in the design of the For Review process as to why there would be no option to add or edit this information at the time the transaction is being reviewed and added to Quickbooks.

I have included 2 screenshots in the attachment. The first shows the For Review tab and a transaction we have received from one of our companys for commission income. The second screenshot shows the edit transaction screen where I have to go find the transaction after it has been added from the bank, edit the transaction, enter in that it was a direct deposit, and then save the changes. If the fields for payment method and ref no were included on the first screen during the "For Review" process this would eliminate several additional steps that seem to be required in order to get all the pertinent information regarding this transaction entered completely and accurately.

I would really like to see this changed so that I can enter all the information on the transaction from one screen and move onto the next one without having to go through three different screens for one transaction. Also, because I am only now discovering this, all of the transactions I have added that came from the bank transfer of data I now need to go back into and edit to indicate what the payment method was.