Hi there, Roger. Adding notes to transactions in QuickBooks Online (QBO) can be done either before matching a transaction or after it has already been matched and posted.
Here’s how you can add notes before matching:
- Go to the Accounting tiles, then select Bank Transactions.
- Click the For review tab.
- Find a match or select transactions to match.
- Before clicking Match, look for the Memo field and enter your note there.
- Click Match.
If the transactions are matched, follow the steps below:
- Click on the Gear icon.
- Select Chart of Accounts.
- Choose the account where the entry is posted, then click View Register.
- Find and select the transaction you want to edit.
- Enter your note in the Memo field.
- Click Save to update the transaction.
Please leave a reply below if you have additional questions.
