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sharrison1
August 25, 2021
Solved

How do you change the description of a transaction under the Banking tab? My AT

  • August 25, 2021
  • 2 replies
  • 0 views
When reviewing charges from my Amex card, any charge for AT
    Best answer by Tori B

    Hey there, @sharrison1.

     

    Thanks for taking the time to reach out to the Community for support. 

     

    When you bring transactions in from the bank, it will automatically fill in the description, because the bank adds that from their side and will populate on yours. That being said, we aren't able to edit these descriptions. I have went ahead and submitted this suggestion to our Product Development Team, so this can be considered in a future update. 

     

    However, you can enter a new memo or change the current one. I've included some steps to do this below.

     

    1. From the Banking menu, go to the For Review tab. 

     

     

    2. Click on the transaction and edit the memo. 

     

     

    That's all there is to it. Let me know if you have any additional questions or concerns. 

     

    Take care and have a great day! 

    2 replies

    Tori B
    Tori BAnswer
    August 25, 2021

    Hey there, @sharrison1.

     

    Thanks for taking the time to reach out to the Community for support. 

     

    When you bring transactions in from the bank, it will automatically fill in the description, because the bank adds that from their side and will populate on yours. That being said, we aren't able to edit these descriptions. I have went ahead and submitted this suggestion to our Product Development Team, so this can be considered in a future update. 

     

    However, you can enter a new memo or change the current one. I've included some steps to do this below.

     

    1. From the Banking menu, go to the For Review tab. 

     

     

    2. Click on the transaction and edit the memo. 

     

     

    That's all there is to it. Let me know if you have any additional questions or concerns. 

     

    Take care and have a great day! 

      S
      sharrison1Author
      August 27, 2021

      Ok, thanks for the help. Seems weird though that the only place it says T-Mobile is in QB. I've looked all over the AMEX site and they show it as AT&T too. Either way, hopefully support will add that as an option. It's problematic to have charges showing as if they were paid to a different company.

       

      Thanks for the help.

        C
        CBlue
        July 2, 2022

        Bank Tab > Categorized Column > Description 

         

        I agree. It can be very confusing when a transaction's official Description provided by a Bank feed (under ''Bank Tab'' > For Review -- or Categorized column) is incorrect, incomplete or misleading. We can only change the Memo description and it's a bit annoying since we don't see the correct info in the Overview of QuickBooks Online.

          C
          CoffeeShopBookeeper
          May 11, 2023

          I must say this is big miss for QBO being able to decide on the descriptors for bank transactions. I have ADP Wages being imported as Land's End. 

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