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Rees
February 1, 2022
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Pinnacle Bank Detail in QBO

  • February 1, 2022
  • 1 reply
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I am a new user to QBO and have successfully connected my Pinnacle Bank account to QBO.  I have imported transactions for 2021 and am figuring out the rules which can be defined to help me categorize ongoing transactions.  A small but irritating glitch I am encountering is the Bank Detail record that comes into QBO displays some of the transaction information twice.  Here is an example:

 

I had a Debit Card transaction with INTUIT for $16.38. The description for that transaction is:
[Removed] CA [Removed] Card#xxxx

 

The description in the Bank Detail that is being imported into QuickBooks Online is:

[Removed] INTUIT *PAYROLL [Removed] INTUIT *PAYROLL [Removed] CA 12222 Card#xxxx

 

After 32 characters, the the full description starts again.

 

I think Pinnacle Financial Partners is adding this information to the front of the Bank Detail field but they claim they are just passing on what is being given to the from the merchant. 

 

Are there any other Pinnacle users out there and are you experiencing this same glitch?

 

Thanks! 

Best answer by Candice C

Greetings, @Rees. 

 

It's great to see a new face here in the Community. I appreciate you coming here with your concern about banking within your QuickBooks Online system. Let me share some insight to help you out. 

 

QuickBooks Online imports the information that's received from the bank and doesn't alter it in anyway. This means that the transactions are coming from Pinnacle with duplicated descriptions. 

 

If you'd like to be sure, you could try downloading a WebConnect file and manually importing it to see if the same things happens. If so, you could potentially edit the WebConnect files in a programs like Excel and fix the descriptions. This would be more of a workaround since the auto-imported transaction would still be the same. 

 

Here's two articles that can help:

 

 

Come back if you have any more questions. I'm only a reply away if you need me. Wishing you and your business continued success!

1 reply

Candice C
Candice CAnswer
February 1, 2022

Greetings, @Rees. 

 

It's great to see a new face here in the Community. I appreciate you coming here with your concern about banking within your QuickBooks Online system. Let me share some insight to help you out. 

 

QuickBooks Online imports the information that's received from the bank and doesn't alter it in anyway. This means that the transactions are coming from Pinnacle with duplicated descriptions. 

 

If you'd like to be sure, you could try downloading a WebConnect file and manually importing it to see if the same things happens. If so, you could potentially edit the WebConnect files in a programs like Excel and fix the descriptions. This would be more of a workaround since the auto-imported transaction would still be the same. 

 

Here's two articles that can help:

 

 

Come back if you have any more questions. I'm only a reply away if you need me. Wishing you and your business continued success!

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