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September 12, 2020
Question

Bank register does not pick up 'reference information' from deposit entry

  • September 12, 2020
  • 1 reply
  • 3 views
No text available

1 reply

Level 4
September 12, 2020

Hi, @raseshdalal.

 

I'm glad you've reached out to the Community. Let me help share some details about the issue you encounter in the bank register in QBO.

 

If your bank is connected online, QuickBooks Online (QBO) only depends on the description provided with your bank.
 

However, if your bank isn't connected, you can set up your bank in QuickBooks. I’ll walk you through on how to connect your bank account in QBO.

 

Here's how:

  1. Go to the Banking menu.
  2. Click the Connect account.
  3. Enter your bank name.
  4. Click Continue and follow the on-screen instruction.

I've got you an article that outlines detailed steps on how to connect your QuickBooks with your bank: Connect bank and credit card accounts to QuickBooks Online.

 

You can always count on us if you have other concerns or questions. We're always here ready to help. Have a great day and take care!