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Beech
October 14, 2023
Question

Transactions from linked bank account: info is truncated. Sometimes only one word of info about the transaction. Not as much as on a printed statement. How to see more?

  • October 14, 2023
  • 1 reply
  • 0 views
Safari browser. Lloyds bank current account

1 reply

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LollyNino_C
October 14, 2023

Let me help you resolve the issue you are experiencing with syncing and obtaining your bank transaction details from Lloyds Bank in QuickBooks Online (QBO), @Beech.

 

Browser issues and maintenance on the financial institution's website often prevent viewing specific transactions in QuickBooks.

 

We recommend logging in to your account using the Safari browser or switching to a different browser to isolate the issue, then try to sync this bank. If it works fine, clear the cache in the one that you are currently using. Here are the following keyboard shortcuts:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If it is successful, here is the procedure to clear the cache to resolve issues in using QuickBooks Online. Your browser’s cache saves files on your computer to load websites faster on your next visit. But it also gets outdated over time, which can cause issues. After clearing the cache, make sure to restart your browser. If the steps are ineffective, try using a different browser.

  

After syncing the bank successfully and pulling up new transactions, you can now categorize and match online bank transactions in QuickBooks Online.

 

Finally, you can review the article: What to do if bank transactions won’t download or there's a bank error. This article will guide you in identifying common bank errors and their corresponding solutions. Please feel free to read through the article at your convenience.

 

If you need any assistance or help with your bank connection, please don't hesitate to let us know. You can reply below, and we are happy to assist you. Have a great day!
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BeechAuthor
October 14, 2023

Hey LollyNino_C
thanks for the quick response.
I think you may have misunderstood my issue so apologies for not being more clear. 
My issue is not that I am unable to link an account or bring in transactions.
the issue is that the Description information is truncated to 17 characters maximum (when I go into the detail of the transaction) , although sometimes to just to one word which is not enough to identify the transaction. I am having to get the bank to send me paper statements so I can read the full description and input it manually. There is nothing in the Payee field (not necessarily a problem as I’m used to this) and the Category is hit or miss. QB will offer up a guess and I will modify it - also fine. I have tried in Safari and Chrome.

DivinaMercy_N
DivinaMercy_N
October 14, 2023

Hi there, @Beech. I've got here a set of steps to ensure you'll able to see the complete information of your bank transactions in QuickBooks Online (QBO). 

 

I appreciate you sharing details about the steps you've performed to resolve this. To fix this, we can configure the settings of your Banking page to see the complete details of the transactions. Here's how:

 

  1. Go to the Banking page and click Banking.
  2. Next, select your Lloyds bank account.
  3. Then, click the small Gear icon.
  4. Under the Transaction details section, turn on the Show bank details option.
  5. Once done, click anywhere on the page to close the settings box.

 

For reference, check out this article: A beginner's guide to online banking in QuickBooks Online.

 

It's also recommended to reconcile your account regularly to ensure the balance matches your real-life bank statement. For a detailed guide, read this page: Reconcile an account in QuickBooks Online.

 

If you have any other concerns about viewing the information of your bank entries, just leave a reply below. I'd be here to provide assistance to resolve it.

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