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swestie2021
April 26, 2021
Question

Does anyone know how to fix the format in the description column to include the bank transaction details? It currently just says "Dbt"

  • April 26, 2021
  • 1 reply
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This started happening about 5 or 6 months ago. It will just reference "Dbt" and include the first initial of the payee. Thanks for any help.

1 reply

M
MirriamM
April 26, 2021

Welcome to the Community forum, @swestie2021. I'm here to lend a hand.

 

If you're referring to the Description column on the Banking page, here's what you'll need to do to show the Bank Details. 

  1. In the left menu, click Banking/Transactions. 
  2. Go to the Banking tab.
  3. Select the blue tile of the bank account.
  4. Click the Gear icon beside the export icon. 
  5. Put a checkmark on the Show bank details box.

From there, the Description column will now show the Bank details of the transaction.

 

However, if you mean the CSV file you got from your bank, see this article for a guide before importing it in QuickBooks Online: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Keep in touch if you have a further question about managing your transactions. I am always ready to help. Have a great day and take care always.

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