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Oct 23, 2019 6:29 PM UTC
Question

QBO technical say memo/desc field can't be imported via csv bak data. Best way round this so memo/desc appear on project reports?

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1 reply

Oct 23, 2019 9:12 PM UTC

Hello there, peter26.

 

It is true that in QuickBooks Online (QBO), import the memo field via .CVS file isn't possible. If you wish to have this field appear on your Project Reports, you'll want to manually add the description of each transaction from your Banking tab.

 

To be more familiar with the Project feature in QBO, here's an article that you can read through: Set up and use the Projects feature.

 

If you have any other questions, feel free to reach back to me. I'm always here to help.