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February 4, 2021
Question

How do I edit the description that feeds in from my bank?

  • February 4, 2021
  • 1 reply
  • 0 views
Bank feed description is incorrect

1 reply

Tori B
February 4, 2021

Good afternoon, @charbgreen

 

I hope you're enjoying the day so far. I'm happy to lend a hand with editing your description. 

 

To do this, you'll want to access the Chart of Accounts and edit the account directly. Once it's been updated, it will change for you in the bank feeds section. I've included some steps along with screenshots below. 

 

  1. Open your Chart of Accounts
  2. Locate the account and click the dropdown arrow under the Action column, and tap Edit
  3. Edit your Description and hit Save and Close

That's all there is to it. Please let me know if you have further questions or concerns about this process. I'll be here every step of the way. You can reach out to the Community at any time. Thanks for reaching out. Take care!