Question

New User - historical data imported from Bank account

Forum|Forum|2 years ago
January 10, 2024
2 replies
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I have just started using quickbooks online and have linked the bank account to our quickbooks. The transaction details are not very helpful though. They don't list the details of who paid / who was being paid. It has not drawn out that data. Is there a way of auto correcting this or do I have to manually amend every transaction from the last year?

QuickBooks Online

J

jeanbiverly_

Welcome to the Community, Richard!

I understand that it's essential for you to include the details of payors and payees in QuickBooks Online (QBO) for bank transactions. However, QBO has no control over the information populated from downloaded transactions. Your financial institution determines how and what data is received by QBO.

Additionally, there's no automatic way to correct your transactions. You can manually edit them or use third-party apps that help to update them in batches. To find an app, follow these steps:

Go to the Apps menu.
Open the Find apps tab.
Enter the app name in the search bar or select the Browse category dropdown menu to check out different apps.

In case you need additional help with categorising and matching your transactions, feel free to visit this article: Categorise and match bank transactions in QuickBooks Online.

Please comment below if you have any other concerns besides the payors' and payees' details. Our priority is to assist you in any way we can.

4

4Gal

@Richard_L

Check csv2qbo converter tool. It's $60 one time license.

https://www.moneythumb.com/?ref=110