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Mrschalky
June 16, 2020
Question

Bank Feed data

  • June 16, 2020
  • 1 reply
  • 0 views

Hi, Direct Bank Feed does NOT send all bank data that I want.  When I transact on my bank account, I have the option to enter some further details concerning the transaction.  My bank (Macquarie) has a field where I can make 'Notes'.  This field does not come across in the direct bank feed.

I pay a number of business expenses on my VISA credit card, so, when I pay the credit card from my Bank Account, I pay the amount of any business expenses separately  and in the Notes field, I can state what it relates to.  (Note: I DO NOT want to import my Visa account into my Quickbooks account as it is mostly all private expense).

1 reply

L
Lucas - Product Champion
June 16, 2020

Hi Mrschalky, 

 

When it comes to direct feeds, the information that is received in QuickBooks is sent directly from the bank to our system, so we don't have much control over which fields are submitted and show up in the Banking screen. Every bank works a little bit differently with how they send their Direct Feed information through, however in this case it sounds like this 'Notes' information is entered manually by yourself after the transaction is already displaying in your bank - generally the information that is sent through via bank feeds is the default information that shows up on the transaction in the bank account only. From our end I'm not sure if there are any steps that you could take to bring through the Notes field except for doing so manually, however you may wish to reach out to your bank to see if this is something that they have encountered previously or if they have any other ideas that would suit your needs. 

 

Thank you, 

 

Lucas

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