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Peter M2
March 9, 2024
Question

Bank Transactions - "Payee" and "Category or match" issue

  • March 9, 2024
  • 1 reply
  • 0 views

Hi,

 

On my latest bank upload for some reason QBs does not show all the info from the memo column i.e. populating the "Description", "Payee" and Category or match" columns with details from the upload.

 

No biggy I think, I'll just select the item, amend the details in the drop down page which has "Categorise" "Match" "Record as transfer" and "record as credit card payment" along the top and close it before going through all of them to subsequently add or match. However, once I amend details and close that drop down page it then amends all the remaining "Payee" and "C o M" columns to the details I have just inputed including those I amended earlier. How do I just change the one transaction and not affect everything else in my "for review" list/columns?

1 reply

K
KimberlyS
March 9, 2024

I appreciate you posting your concern here in the forum, Peter M2.

 

I have the details you need to overcome issues when categorizing bank transactions in QuickBooks Online.

 

Beforehand, are your transactions downloaded automatically or uploaded manually in the system? The details available when manually importing transactions are only the date, description, and amount. It can explain why you cannot see information under memos.

 

On the other hand, let's check if the issues when modifying details on your entries were related to a corrupted cache file. It usually causes unusual behaviors when navigating the program.

 

Here are the different keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

On the other hand, you might want to scan these resources for guidance on reviewing your transactions and preventing unexpected changes within your books:

 

 

We're just a click away if you have additional questions when categorizing your transactions or other related concerns in QuickBooks Online.

P
Peter M2Author
March 9, 2024

It was uploaded manually, for memo read description. It has taken part of the description, not all of it. I uploaded a batch of months all in the same way, some were ok, others not.

 

I am ok with correcting them but I do not want every transaction to carry the same correction, how do I make it only correct the transaction I am working on?

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