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Mandyrob1209
December 16, 2022
Question

Change Banking Transaction

  • December 16, 2022
  • 1 reply
  • 0 views

I am trying to review my transactions that were brought over from the bank.  In the description, it has any type non on multiple transactions that are from different vendors.  When I change one, it automatically changes every one that has any type non.  Is there a way that I can change each one individually without it automatically updating every transaction with any type non in the description?

1 reply

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GlinetteC
December 16, 2022

I'll help you handle your bank transactions concern, Mandyrob1209.

 

You can only change a Description within the transaction page. If you mean changing the account, you can click the dropdown menu and select the appropriate account.

 

If you mean the Description from the Banking page, QuickBooks only depends on the data transferred from your financial institution. You may want to contact them to see if they have options for changing the description transmitted to us.

 

Once everything is in order, check this guide that will assist you with matching your QuickBooks accounts and bank statements: Reconcile an account in QuickBooks Online.

 

I look forward to your reply about this matter. I want to ensure your bank issues issue is taken care of.

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Mandyrob1209Author
December 16, 2022

So my problem is, if I fix one, it changes everything that has any type non in the description and I can't fix these transactions to the correct account.

A
AileneA
December 17, 2022

Hello, Mandyrob1209. 

 

Thank you for getting back to us. I recommend contacting our Support Team. This way, an agent can review your account in a secure environment and investigate this further.  

 

 

  1. In your QBO account, go to the Help (?) menu at the top.
  2. Select Contact Us.
  3. Type in a brief description of your concern and select Chat to a human.
  4. Then tap Start a chat. 

 

To ensure you'll be assisted immediately, please check this article for the support time availability. How and when can I contact Support? 

  

Also, QuickBooks offers self-help articles that will guide you to finish your tasks in no time. To start browsing, go to our QuickBooks help page at this link. 

 

Know that I'm just a few clicks away if there's anything else you need assistance with QuickBooks. I'll ensure you're all set. Have a good one!

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