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January 12, 2022
Question

QBO mistakenly changes the description of our Southwestern Electric payments to Southwest Airlines.

  • January 12, 2022
  • 1 reply
  • 0 views
Somehow QuickBooks Online continues to change the Description of our Southwestern Electric payments to Southwest Airlines. I cannot figure out how to resolve this issue.

1 reply

January 13, 2022

A warm welcome to the Community, bookkeeping-cool. Let me help you sort this out.

 

The data we receive in QuickBooks depends on your bank's information provided to us.

 

Since the information on the description is different, I'd suggest getting in touch with your bank to check on how they send your transactions to QuickBooks.

 

Alternatively, you can use the WebConnect feature in QuickBooks Online to manually import your transactions and change the description from there. You can refer to this article for detailed steps and instructions: Manually upload transactions into QuickBooks Online.

  

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records. 

 

I've added this link if you need assistance in reconciling an account in QuickBooks Online. 

 

Please know that the Community and I are happy to help whenever you need assistance. Keep me posted and enjoy the rest of your day. Stay safe!