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UK-DogWalker_2022
UK-DogWalker_2022
November 11, 2022
Solved

Bank description, only TRANSFER is shown where client name should be?

  • November 11, 2022
  • 1 reply
  • 0 views

Hi forum readers,

 

I'm using QB-Self Employed.

 

I have clients paying into my bank, lets say I have 100 clients paying the same amount, that do not show the clients name.

 

This means a lot of guess work or having to ask the client to disclose their bank details. This in turn takes up a lot of time.

 

I thought once I had the information I could tag/customise the client account to display as their name within QB, even if the banks didn't want to provide that information.

 

example of what I see...

 

date - transaction - amount - etc, etc, etc

2022 - xxxx1234 - 10 -

2022 - Mr Dogs  - 10 -

2022 - xxxx1234 - 10 -

2022 - xxxx1234 - 10 -

2022 - xxxx1234 - 10 -

 

Now times the above by 50 and then tell me which deposit is MS Dogs? You cant because where the name should be is just the word TRANSFER (this gets replaced with client name ie: Mr Dogs). Every client paid on the same day. So you open each transaction(once you've asked the client to tell you their last 4 account numbers) until you find it.

 

Once I have found it I can send a receipt confirming to the client they have paid.

 

What are my options please?

 

Regards

UK Dog Walker

 

My apology's now for any spelling mistakes. 

Best answer by Ashleigh1

 Hello UK-DogWalker_2022, 

 

Welcome to the Community page, 

 

So this is somewhat of a product limitation in QBSE, there is no way to do this in the product, as QuickBooks is just recording what the actual statement of the customer and what the bank allows QuickBooks to see. Probably a good work around for this issue is try to base the information coming from the bank statement, where you the customer should login to the bank's website rather than playing the guessing game in QBSE to save more time.

 

1 reply

A
Ashleigh1Answer
November 11, 2022

 Hello UK-DogWalker_2022, 

 

Welcome to the Community page, 

 

So this is somewhat of a product limitation in QBSE, there is no way to do this in the product, as QuickBooks is just recording what the actual statement of the customer and what the bank allows QuickBooks to see. Probably a good work around for this issue is try to base the information coming from the bank statement, where you the customer should login to the bank's website rather than playing the guessing game in QBSE to save more time.

 

UK-DogWalker_2022
UK-DogWalker_2022Author
August 4, 2023

A good work around would be if you could add a custom name to the account number. Even if you had to keep the account number in the displayed name;

 

Joe Blogs 12348765

 

That is better than;

 

12348765

 

The changed name would be locked to the account without a name and show the changed name every time you received a payment.

 

🤷🏻‍♂ Just pay the coder the money. Excel with your product, instead of playing catch up 👍

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