QB Issue Resolution:
I’m here to provide an overview about online banking on both automatic download and importing process in QuickBooks Online (QBO).
When your bank account is connected, the Memo or Bank Detail will automatically be downloaded. You’ll just have to mark the Show bank details checkbox so that the page will display its column.
Let me show you how:
- Go to Banking.
- In the For Review tab, click on the Gear icon.
- Under Transaction details, mark the Show bank details and Copy bank detail to memo checkboxes.
- Click one of the transactions, so you’ll know what I’m referring to.
I’ve attached some screenshots below for your reference.
The same goes for importing, just add the Description column on the CSV file.
You can check out these articles for your reference:
- Import bank transactions from CSV to QuickBooks [Video]
- How to import bank transactions using Excel CSV files
- Online Banking, Connect Bank Accounts, and Review your Bank Feed in QBO
Resolution for Issue 'Is there a way to see the memo line in the “For Review” screen? I would like to see which credit card was used for the purchase.' available: Yes (Solved).
Source: Intuit Community forum.
Is there a way to see the memo line in the “For Review” screen? I would like to see which credit card was used for the purchase.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Banking
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Error Recovery for Banking [Canada]
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