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AnnGM
February 24, 2025
Question

Download credit card transactions to have the order # in the memo line and not create a new Vendor Name

  • February 24, 2025
  • 1 reply
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How can you download credit card transactions and maintain the order #  a/o  the misc trx info in the memo line and still use an alias for the Vendor.   i.e.. download airline tickets and have the ticket# in the memo, or the Amazon order # in the memo, or FedEx/UPS tracking in the memo, etc.   All this is lost when you opt for an Alias (United Air, Amazon, FedEx, UPS etc) as the vendor.  Otherwise you have to create new Vendor for each trx, too lengthy of a process.     QBO will keep the credit card transaction info in the download when you use an Alias.   Will QB Desk a/o Enterprise do the same?    ~ Ann

1 reply

RazzieE
RazzieE
February 24, 2025

Hi, @AnnGM.

I appreciate your detailed question regarding downloading credit card transactions and maintaining memo information while using aliases for vendors. Currently, QuickBooks Desktop Enterprise does not retain both the vendor names and memo details when using aliases.

 

You can submit feedback to our Product Development team. They can consider your suggestion and potentially include it in future updates. We value customer feedback as it helps us enhance the various features of our products.

 

Here's how:

 

  1. Select the Help option in the upper right tab.
  2. Choose the Send Feedback Online option.
  3. Click the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button.

 

For reference, you can also check this article for guidance on submitting feedback: Submit feedback.

Furthermore, you can visit this article to learn how to reconcile your bank transactions in QuickBooks Desktop: Reconcile an account in QuickBooks Desktop. This involves reviewing transactions, comparing them with your bank statements, and making sure everything matches up.

We greatly value your feedback as it is invaluable in enhancing our program. Please don't hesitate to drop a comment below if you have any further concerns about QuickBooks-related issues. I'm here to guide you through every step of the process.

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