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arsalanICAN
Level 1

Why does the Description line in Banking import shortens?

Hi all,

 

Is there a way to bring in full description in to QB Bank import? It seems to get rid of last part of it. I can't apply auto rules as there is important information in the remaining missing part of the description.

 

Solved
Best answer February 09, 2020

Best Answers
ChristieAnn
QuickBooks Team

Why does the Description line in Banking import shortens?

Hi there, arsalanICAN.

 

It could be the Show bank details option in Online Banking is turn off. That's why the Description line or the remaining part of the description is missing.

 

To sort this issue, I suggest turning on the Show bank details option from the Banking page in QuickBooks so the full description show up as expected. Please note that when turning on this option, the description shows under Bank detail column.

 

Here's how:

 

1. Click Banking at the left panel. Then, Banking section.

2. Click the Gear icon located at the banking page.

3. Put a checkmark in the Show bank details box.

 

I attached a screenshot below for visual reference.

 

Bank details.PNG

 

You may refer to this article on how to review downloaded transactions from your financial institution so you can assign and categorise them: Assign, categorise, edit, and add your downloaded banking transactions.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

View solution in original post

3 Comments
ChristieAnn
QuickBooks Team

Why does the Description line in Banking import shortens?

Hi there, arsalanICAN.

 

It could be the Show bank details option in Online Banking is turn off. That's why the Description line or the remaining part of the description is missing.

 

To sort this issue, I suggest turning on the Show bank details option from the Banking page in QuickBooks so the full description show up as expected. Please note that when turning on this option, the description shows under Bank detail column.

 

Here's how:

 

1. Click Banking at the left panel. Then, Banking section.

2. Click the Gear icon located at the banking page.

3. Put a checkmark in the Show bank details box.

 

I attached a screenshot below for visual reference.

 

Bank details.PNG

 

You may refer to this article on how to review downloaded transactions from your financial institution so you can assign and categorise them: Assign, categorise, edit, and add your downloaded banking transactions.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

View solution in original post

arsalanICAN
Level 1

Why does the Description line in Banking import shortens?

Great, Thank you so much for your help

ChristieAnn
QuickBooks Team

Why does the Description line in Banking import shortens?

Your always welcome arsalanICAN. Don't hesitate to post again here in QuickBooks Community with any questions. I'm always here to help you.