We’ve made it easier for
accountants and business admins
to manage transactions that are waiting on clarification—so you can quickly see what’s blocked, what’s ready to act on, and what’s already resolved. The added context flows back into QuickBooks, helping you and your clients close the books faster
.What’s new
1)
Filter by request status (Pending + Posted tabs)
You can now filter bank transactions in both the Pending and Posted tabs by request status:
- Waiting for Reply
- Reply Received
- Completed
2)
Sort by request status (Pending tab)
In the
Pending tab
, you can also sort
transactions by request status—so the items you need to follow up on (or categorize immediately) rise to the top.
Why this matters (for your workflow)
With filtering and sorting by status, you can:
- Prioritize follow-ups by focusing on items that are Waiting for Reply
- Move faster by jumping straight to transactions with Reply Received
- Confirm closure by filtering to Completed requests
- Reduce back-and-forth and keep your review process organized and audit-friendly
Summary
These improvements help you quickly identify
which transactions still need context
, which ones are ready to finalize
, and which ones are fully resolved
—all directly from the Bank Transactions feed.