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kathylynne
October 30, 2021
Question

How do I get credit card transaction info to automatically add to the Memo?

  • October 30, 2021
  • 1 reply
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My Southwest credit card doesn't automatically fill the downloaded details in the Memo. The only way I can put details on each transaction is by cutting and pasting. My other credit cards automatically do this. Is there a setting I can add or is it dependent on the credit card?

1 reply

MariaSoledadG
MariaSoledadG
October 30, 2021

Let me provide you with some information about credit card transactions, kathylynne.

 

QuickBooks automatically downloads the latest transactions from the last 90 days once you connect your bank. You'll want to manually update so you can refresh the connection. To do this, follow the steps below: 

  1. Go to the Banking tab.
  2. Select Update.
  3. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

 

Please read this article for more information: Connect And Review Your Banking In QuickBooks Online. However, if it's still not updating, you can manually upload bank transactions. I've added this article for more information: Manually Upload Transactions In QuickBooks Online. 

 

Fill me in if you have any questions about credit card transactions. I'll be here to help. 

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