Add customer to credit card download bank feed

Let me shed some insights about adding customer information to the bank feed, Melissa.

Bank feeds can manage, review, and categorize bank and credit card transactions. However, the feature for adding customer information directly at the download stage of bank stages is currently unavailable in QBDT. For now, you can manually add the customer information to the customer profile.

The way to choose multiple credit card charges and add the customer job billable in batch format is also unavailable, but you can consider using the Batch Enter Transactions feature if you're using the Enterprise or Accountant version of QBDT.

We would appreciate it if you share suggestions regarding these options with our product developer. Here's how:

1. Sign in to your QuickBooks, then go to Help.
2. Select Send feedback online.
3. Choose a Product suggestion.
4. Fill out all necessary information.
5. Click Send feedback.

Once your accounts are ready, refer to these articles to guide you in reconciliation and what to do if you encounter an issue:

• Reconcile an account in QuickBooks Desktop
• Fix issues when you're reconciling in QuickBooks Desktop

You can always drop a reply if you need further assistance with managing your bank feeds. I'll always be here to help. Stay safe.