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A
Adalius
November 27, 2022
Question

Has anyone had an issue recently (last few weeks) where the banking feed is no longer showing the check number in the description?

  • November 27, 2022
  • 2 replies
  • 0 views
I used to see under 'Description' in the banking feed 'CHECK PAID #12031' for example. Now it just says 'CHECK PAID', which makes it a real pain in the **** to match checks if I have multiple checks open for the same amount since I can't verify that the one deposited is the exact one it thinks it is. The bank says they have changed nothing on their end, and looking at old statements it appears they are correct. The description on their end has always been 'CHECK PAID' but the 'ADDITIONAL INFO' field (or something like that) has always had the check number. Which makes me think QBO used to append them into a single DESCRIPTION field for the banking feed and no longer does...

Anybody else having this issue?

    2 replies

    A
    AileneA
    November 27, 2022

    I’ll help you with the check number showing under the description in your bank feed, Adalius.  

     

    Using the Bank Feeds feature properly is the key to ensuring accuracy across your books. I'll be happy to point you in the right direction with this. 

     

    I replicated it on my end and am still able to view the check number under the description. With that said, let's perform some troubleshooting steps, like using a private browser (incognito) when opening QuickBooks. It possible a browser-related issue. Also this session disables the corrupted cache in your browser and prevents unexpected QuickBooks Online behavior. 

       

    Here's how:

     

    • Google Chrome: Press CTRL + Shift + N.
    • Safari: Press Command + Shift + N.
    • Mozilla Firefox: Press CTRL + Shift + P. 

     

    After that, sign in to QuickBooks and review your Bank feed again. If can now able to see the check number, you can clear your regular browser's cache. This process helps delete corrupted files so the system can start a clean slate.

     

    If the issue persists, you can use another device or supported web engine instead. Another option is to use the browser health checkup tool to see if your browser is compatible.

     

    Alternatively utilize the Gear icon and mark-check the Check No. Or put check-mark the Show bank details. This will display the check no information. Please see screenshot below. 

     

     

     

     

     

     

    Once everything set, you can go ahead and reconcile your account to ensure your book is accurate. For the detailed steps, kindly refer to this article: Reconcile an account in QuickBooks Online. It also contains instructions about editing completed reconciliations.  

     

    Please let me know if you have other concerns. I'm just around to help. Take care always.

    A
    AdaliusAuthor
    November 28, 2022

    That is not the issue I'm having. I have the Check No column and the Description column visible. The problem is that the Description *used to* include the check number in it (FROM THE BANK, NOT QBO) and since 11/7 it no longer does. This is not a browser issue as I can reproduce it on multiple machines, in and out of incognito mode, even after multiple cache clears.

    As an example, if you look at your first screen shot you have both Check No column showing '220', and the Description showing 'Check 220'; this is how my banking feed used to look (it should show Check No '220' in the column, and then 'CHECK PAID 220' in the description. The bank says they have not changed *anything* in how data is sent to QBO when the connection requests it which tells me that something on QBO's end has changed. Here's what my banking feed looks like before and after 11/7 where you can clearly see it is no longer showing the check number in the DESCRIPTION FIELD. This means I then have to log into my bank's website, find the recent transactions, find the specific deposit/withdrawal in question, look at the check number *they* provide, and use that to ensure the check number QBO *thinks* it is, is correct.

    You can see in the attached screenshot how my Description field suddenly changed on 11/8 from being useful to not useful.

    Imagine in your screenshot if the banking feed showed 'Check' and the amount $8.08 but you had multiple checks for $8.08 out there. QBO can show 'Check 220' all it wants, but without the Description *from the bank* saying 'Check 220' like it used to, you'd have no way of knowing which open check that entry is actually tied to as QBO is only guessing that based on the amount.

    So based on the bank saying they didn't change anything, either they're wrong and something did change, or QBO changed how it is handling the incoming data. My original message I surmised that QBO used to append the Description and Additional Information fields provided by the bank into one field and no longer does. In any event, my question still stands, is this is a QBO change, a bank change (and they're wrong when they say it isn't) and/or is anyone else seeing this behavior recently.

      Rubielyn_J
      Rubielyn_J
      November 28, 2022

      I appreciate the detailed info of your concern and for getting back to this thread, @Adalius.

       

      In QuickBooks Online, once your bank is connected, the downloaded data depends on what your bank shares with us and how they are posted on your bank's website.

       

      I suggest contacting our support team directly. They have the tools to further investigate and check your account in a safe environment, and they can help find the root cause of your issue and find a fix.

       

      Here's how to reach them:

       

      1. Sign in to your QuickBooks Online company.
      2. Select the Help (?) menu.
      3. Choose the Assistant tab.
      4. Click the Talk to a human option.
      5. Select Get help from a human.
      6. Click either Chat with us or Have us call you button.

       

      I've added these articles to help you manage banking transactions and resolved unexpected behavior when trying to update your bank transactions:

       

       

      Keep me posted if you have other concerns with bank feeds in QuickBooks. I'm always here to help. Stay safe always.

      B
      BENT2707
      May 1, 2024

      I'm also having this issue. The description/bank detail used to also include the check number. Now it simply says "Check Paid." Even if I have the Check No column visible, it's blank. My bank is First Horizon, and they've checked multiple times everything they can on their end. When I manually import the bank data the check number is there, but it does not show any more from the automatic bank connection. Huge loss from a great feature, when working properly.

      S
      SheandL
      May 1, 2024

      I acknowledge the importance of viewing your check number in your bank feeds, BENT2707. Let me connect you with the team who can assist you in resolving this issue.

       

      Please note that QuickBooks Online relies on the information provided by your bank and how it appears on their website.

       

      Since you've confirmed with your bank that everything is functioning correctly on their end, I suggest contacting our support team so they can look into this issue more closely. They possess the necessary tools and expertise to help identify the root cause of this matter.

       

      To contact one, here's how: 

       

      1. Open your QBO account.
      2. Head to the Help menu.
      3. Choose how you want to connect with us:
      • Assistant - Select a suggestion or type your question. If you need more assistance, you can still Talk to a human.
      • Search - Search QBO directly or contact us for assistance.
      • Start a chat with an expert.
      • Get a callback from the next available support.

       

      To speed up your categorization process, please read this article for guidance: Set up bank rules to categorize online banking transactions in QuickBooks Online.

       

      Let me know by replying to this post if you have other concerns regarding your check number in your bank feeds. I'll be sure to keep an eye on it.

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