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A
abross-radfertil
February 7, 2022
Question

Transactions from TD checking account- memos are not downloading properly since last week. They are being cut off after a few words.

  • February 7, 2022
  • 1 reply
  • 0 views
The transaction memos used to contain the entire description as shown in our TD account, not only a few words are shown. This usually doesn't contain the vendor information so we have to manually fix all of them.

1 reply

G
Giovann_G
February 7, 2022

Hello, abross-radfertil.

 

Please ensure that the Show bank details and Copy bank details to the memo aren't turned off. I'll show you how.

 

  1. Go to the Banking menu, then the Banking tab.
  2. Click the Gear icon located on the banking page.
  3. Ensure that Show bank details and Copy bank detail to memo box are selected.

 

If the issue persists, let's run some troubleshooting steps to fix this. Sometimes too much cache stored on a browser can cause unusual behavior in the program. You can start by downloading the files again using an incognito window. This helps since it doesn't save any site data. Before proceeding, please delete those transactions already download to prevent duplicates. Here are the shortcut keys:

 

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Also, you can use a different supported browser to further isolate.

 

Additionally, I've included this article for your reference: Categorize and match online bank transactions in QuickBooks Online. This contains helpful information in ensuring all downloaded transactions are placed in the correct account.

 

Please know that you're always welcome to post if you have any other concerns. I'm here to help. Have a great one.

A
abross-radfertilAuthor
February 8, 2022

Thanks for the suggestions, I tried all this and it doesn’t seem to make a difference. The memo on the transactions is now always something generic like "VISA DDA PUR” or "INTL DDA PUR” where before it was more descriptive, including the vendor name.

 
This seems to have started with transactions after 1/25/2022, and I don’t believe anything was changed on our end. We can still see the full descriptive memos in our TD online account.
R
RoseJillB
February 8, 2022

Thank you for your prompt reply and for following the steps that my colleague provided above, @abross-radfertil. I’ll point you in the right direction for help with memos in QuickBooks Online (QBO).

 

We've got a separate support team who can address this in no time. Since the Community is a public forum, I suggest contacting our Technical Support team for further assistance. They can pull up your account information in a secure environment. This way, they'll be able to thoroughly investigate your concern.

 

Here's how to get in touch with them.

 

  1. Go to the (?) Help icon in your QuickBooks Online (QBO) account.
  2. Select the Search tab, and click Contact Us.
  3. Enter a brief discussion of your concern and click Continue.
  4. Select either Chat with us (if you preferred messaging) or Give us a call.

 

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

 

Here are a few articles to help you make sure your accounts are accurate and matched.

 

 

If you need further assistance with banking transactions, you can always hit the Reply button. Have a great day!

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