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A
ARDB
October 26, 2023
Question

Bank details contain XXXXXX starting a few months ago.

  • October 26, 2023
  • 1 reply
  • 0 views

I noticed in my export of the QBO general ledger at a particular point in the past the Bank Descriptions went from including numbers such as IND ID: 281732 to a format like IND ID: XX1732.

 

I have no idea what I might have done to cause such a change. Any ideas why that might have started happening or how to get back to including the entire original Bank Description?

1 reply

I
IntuitSheila
October 26, 2023

Hi ARDB,

 

Thanks for posting in the Community!

 

Let's make sure the the Show bank details and Copy bank detail to memo is turned on in your online banking. Here's how:

 

  1. Log in to QuickBooks Online.
  2. Click on the Banking tab.
  3. Click on Bank transactions.
  4. Click on the bank affected and click on the small gear Icon located at the banking page.
  5. Make sure to tick box for Show bank details and Copy bank details to memo.

Furthermore, please be advised that the details downloaded in QuickBooks is based or dependent on what your bank has provided or feeds.

 

You may refer to this article on how to review downloaded transactions from your financial institution so you can assign and categorise them: Find and categorise transactions in QuickBooks.

 

Feel free to post again in the Community if you have further concerns. Have a great rest of the day!

 

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