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December 17, 2021
Question

Out of the blue Quickbooks is giving transfers between bank accounts the description: Chapters Indigo. How do I the correct the description to be what it should be?

  • December 17, 2021
  • 1 reply
  • 0 views
This is not a term in our chart of accounts, nor an institution we have ever paid or received payment from.

1 reply

December 17, 2021

Hi scheyne-whistler, 

 

Welcome to Community!  QuickBooks Online banking features include additional options to ensure your transactions are recorded accurately.  I'd be happy to provide assistance with your transfers.

 

Follow these steps to correct the transactions:

 

1. From the left menu open Banking or Transactions

2. Select the tile for the Account and the Date range

3. Above the Action column, click on the small Gear

4. In the Transaction details section, remove the checkmark for Enable suggested categorization

 

In addition, I recommend opening the Rules tab to ensure there aren't any rules associated with the names you've mentioned above.  

 

Should you continue to experience the same outcome, please don't hesitate to contact us.  It would be our pleasure to work with you in real time and get you back to what you love.  

 

Enjoy the rest of your day!

 

 

December 23, 2021

Thank you, I have made this change and hope it will work for future transactions. Do you know how I amend all transactions that it has already assigned the incorrect description to that are either waiting to be categorized or already categorized?

December 23, 2021

Hello scheyne-whistler. To make sure I'm on the same page as you, is it the description only that's been affected?