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H
Hels Bells
November 14, 2023
Question

Why does the transaction description not match the bank description?

  • November 14, 2023
  • 1 reply
  • 0 views

This happens on almost all of the transactions that import from my bank account. I've attached a screenshot to show an example. 

1 reply

G
GeorgiaC
November 14, 2023

Hi Hels Bells, thanks for posting on the Community

 

Transactions transmitted through Open Banking are sent to QuickBooks through a one-way transfer of data. This means we're unable to overwrite how the bank sends over transactional information. For further assistance, we recommend contacting your bank directly. 

H
Hels BellsAuthor
November 15, 2023

Sorry perhaps my question wasn't clear. I don't want the bank description to change, I would like to know why the QB transaction field doesn't replicate the bank description? Please see the screenshot on my original post for an example. 

A
Ashleigh1
November 15, 2023

Hello Hels Bells, thanks for coming back to us, so it should populate whatever the description is on the bank side it should be exactly the same on QuickBooks side, however, if they are not the same you can edit it on the box so it is. 

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