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kmlmacdonald
July 25, 2024
Question

Downloaded credit card transactions

  • July 25, 2024
  • 1 reply
  • 0 views

I have downloaded Amex credit card transactions that I want to add into QuickBooks. Can I get the "Downloaded As" payee name to appear in the memo section that is visible in the credit card register? What appears now is the Bank Memo, which is the same for every transaction. I have over 150 transactions each month and I need to know what the transaction is when I look at the register. I am using QuickBooks Desktop Pro Plus 2024.

1 reply

R
rvrfrf
July 25, 2024

Thanks for reaching out to the Community, kmlmacdonald. 

 

While there are many options for transaction entry in the QuickBooks, there isn't currently a way to enter the payee name in the memo section of the register. This would need to be done manually for each transaction.

 

I recommend submitting feedback to our Product Development team for review. This can be done directly through your account by clicking the Help tab in the top menu, then select Send Feedback Online.

 

Additionally, you may want to get in touch with American Express support to see if they have an option to change how transaction data is sent to QuickBooks.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel free to send a reply if there's any additional questions. Have a lovely Thursday!

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