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E
eglenndvm-gmail-
January 7, 2024
Question

How do I change the transaction description that appears on my clients' bank statements?

  • January 7, 2024
  • 1 reply
  • 0 views
Right now the transaction description that appears on my clients' bank statements lists my full name, personal phone number, and last 4 digits of my card number...this is entirely inappropriate for my business as it is a separate identity and contact number from myself. I have had clients  contact my personal phone number regarding questions about charges, etc. In my quickbooks go payment app in settings there is only my business name, number, etc...so I'm confused as to how that information even got on the bank statements in the first place. Please help!

1 reply

F
FateCandylaneT
January 7, 2024

I see the relevance of making sure personal information isn't disclosed on your client's bank statements, eglenndvm. I appreciate the detailed information about your concern, and let me route you to the right support team to get this resolved in no time.

 

Since Community is a public forum, we'll need to collect sensitive and personal information to pull up your account. It's best to reach out to our QuickBooks Payments representatives to review and verify the default account details shown when processing transactions in your file. They have the necessary tools to perform real-time support and provide immediate assistance in handling these statements.

 

Here's how to reach them:

 

  1. Go to this link: Contact Us.
  2. Enter the necessary information and a description of your concern.
  3. Then, click Start Chat.

 

Moreover, you may want to visit this guide to help you handle situations like disputes and retrieval requests from your customers: Handle chargebacks and retrieval requests for QuickBooks Payments.

 

I'll be around in this forum if there's anything else you need further assistance with when managing transactions in your account. Feel free to leave them in the comments below. Keep safe and have a good one!

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