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March 31, 2021
Question

Can I have the "description" filled show up on the expense transaction lister. how can I add that field to the screen?

  • March 31, 2021
  • 1 reply
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I want to be able to view who originated the expense that is downloaded from my bank/credit card. The field used to show up but it doesn't anymore.

1 reply

March 31, 2021

Hello @cjbsubsea.

 

Let's review the mini Gear icon on the Banking page. Ensure that you have put a checkmark in the Copy bank detail to memo and Show bank details boxes. After following this change, this will take effect with the newer transactions.

 

Here's how:

  1. On the Banking page, click the mini Gear icon on the upper of the bank entries list.
  2. Put a check the Copy bank detail to memo and Show bank details boxes.
  3. Click the mini Gear to hide the setting.

 

It helps you view the description and other bank details that will be shown in the Memo field of the expense/income that is downloaded from a bank or credit card.

 

Once done, you can now proceed with reviewing the downloaded credit card transactions and put them in the correct accounts. Check out this article for further guidance: Categorize and match online bank transactions in QuickBooks Online.

 

Additionally, I've also included this helpful reference for a compilation of articles you can use while working with your credit card account with us: Banking for QuickBooks Online.

 

If you have other banking concerns, please feel free to tag me. I'll be around to help. Take care!