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R
riaan1
March 7, 2022
Question

Bank statement transaction descriptions for EFT payments incomplete on imported statements, how do we import correct transaction descriptions for EFT payents??

  • March 7, 2022
  • 1 reply
  • 0 views
EFT transaction descriptions only indicates "name of bank" not transaction description ie "Rent for January" which is correctly reflected on Bank statements.. This issue seems to be only from a specific bank, other company / bank imports correctly..

1 reply

D
DebSheenD
March 7, 2022

Thank you for visiting us here in the Community, riaan1.

 

I'm here to share some information about importing bank transactions in QuickBooks.

 

QuickBooks depends on how your bank shares data. I recommend consulting your Bank Institution regarding the incorrect transaction description. 


Alternatively, we can manually update your account to get the latest transactions. Here's how:

 

  1. Go to Banking 
  2. Choose the Banking tab.
  3. Tap Update.

 

Additionally, you can visit this recommended article to know more about how to handle your downloaded transactions: Match and categorize bank transactions in QuickBooks Online

 

Feel free to get back to me if you need more help importing bank transactions in QuickBooks. I'll be right here to help you out.

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