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jridout
May 19, 2021
Question

The Bank Detail field on downloaded transactions does not show all data from the bank. A trial in competing product shows different data for that same field. Suggestions?

  • May 19, 2021
  • 2 replies
  • 0 views
Example downloaded from QB: "Internet Trf Deposit Xfer FR x66 Deposit, Processed" Example from Zoho Books: "Internet Trf Deposit--Xfer FR x6691 TO x1757 xxxx-1757"

2 replies

C
Catherine_B
May 19, 2021

Hi jridout, 

 

We depend on what transactions are being downloaded from your bank. You'll want to reach out to them to post the exact and complete bank details. Meantime, you'll want to set the banking settings to copy the bank details to the memo field so you can edit it before or after you match/add it. Just a heads up that if you bank details and memo fields have different info, you may disregard this option. The memo might be cleared and changed. 

 

Let me show you how: 

 

  1. Go to the Banking or Transactions menu. 
  2. Click Banking and then the bank tile.
  3. Above the ACTION column, click the small gear icon.
  4. Check the Copy bank detail to memo box. 
  5. Press F5 to refresh. 

I’m adding some articles below that talks more about Banking:

 

I'll be here for you if you need more help in managing your bank transactions. I'll be glad to assist. Take care!

C
chris_centurelli
August 15, 2022

Not all the Bank Detail is being captured.  The last 15 characters are dropped.  Is there a way for Quickbooks to capture all the Bank Detail data

    K
    Kurt_M
    August 15, 2022

    Hi there, @chris_centurelli. I'm here, and I'll share some details about bank details not fully captured in QuickBooks Online (QBO).

     

    I understand how important it is to be able to see all the characters in the bank details in QBO. Please know that QuickBooks drops off 15 characters from the bank details for security reasons. To get through this, you can reach out to your bank. This way, they can provide you detailed information about the transaction.

     

    Visit this page to learn more about how QuickBooks protects your data: QuickBooks Security.

     

    Additionally, here's an article in case you'd like to add old transactions to your QBO account: Manually upload transactions into QuickBooks Online.

     

    You can also check this article to learn more about categorizing and matching bank transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

     

    Should you need further assistance managing bank transactions in QuickBooks? Or do you have any additional QuickBooks-related concerns? Know that you can always get back to me anytime. I'll be glad to help you out again. Take care, and have a nice day!

    C
    chris_centurelli
    August 15, 2022

    How do I speak with a knowledgeable qbo specialist?

    AlcaeusF
    AlcaeusF
    August 15, 2022

    Hello @chris_centurelli,

     

    Thanks for getting back to us about your banking concern. Allow me to chime in and provide additional clarification about the bank feeds in QuickBooks Online.

     

    The information that reflects in QuickBooks will depend on the data your bank shares with us. Once you link your account, bank transactions are downloaded automatically based on the details they provide to us.

     

    Your bank relays the information into our system, and we upload it. You can check with your bank on how they provide the bank description details for users who connect their bank to third-party apps like QuickBooks.

     

    Our QuickBooks Support is expert in this field. Currently, the option to choose who you can speak to is unavailable.

     

    If you have feedback or suggestion related to the product, I recommend sending feedback. Here's how:

     

    1. Click the Gear icon in the upper-right corner.
    2. Select Feedback under Profile.
    3. Share your feedback.
    4. Hit Next to submit.

     

    Aside from the Community, you can also get in touch with support by requesting a callback or via Live chat.

     

    Our support for Plus, Essentials, and Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day.

     

    Here's how you can reach them:

     

    1. Click the Help tab in the upper-right corner.
    2. Go to the Assistant tab.
    3. Click Get help from a human.
    4. Choose Chat with us or Have us call you.

     

    Additionally, I've attached an article you can use as a reference about how to fix bank errors you'll encounter in the future: What to do if you get a bank error or can't download transactions in QuickBooks Online.

     

    Get back to me if you have additional questions about QuickBooks Banking or other features in the program. I'll be happy to lend a hand. Take care.

    S
    sooverit2
    June 12, 2023

    I'm having an issue with the first part of the memo - which includes vendor information. It is only populating beginning with "Transaction ID:" usually. I need ALL of the info to populate.

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