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freshcrimcuts
Level 1

Can the new mobile update be improved, when matching bank transactions there is detail lacking from the transaction description where youd usually see this, its not there

 
1 Comment 1
BettyJaneB
QuickBooks Team

Can the new mobile update be improved, when matching bank transactions there is detail lacking from the transaction description where youd usually see this, its not there

Glad to see you here in the Community, @freshcrimcuts.

 

QuickBooks takes the information from your bank's description of the transaction and has it populate in the description field. At this time, there is no way to amend this. 

 

On the other hand, I also recommend checking the Show bank details option in Online Banking to see if it's enabled. Having it disabled can be the reason for the missing description of your bank transactions.

 

To do that:

  1. Click on Banking at the left panel.
  2. Refer to the Banking section.
  3. Press the Gear icon located at the banking page.
  4. Put a check-mark in the Show bank details box.

I've attached a screenshot below for visual reference.

 

Bank details.PNG

 

Know that our products are evolving constantly to accommodate your business needs. To stay in the loop with our latest news and enhancements, I encourage you to visit our QuickBooks Online Blog site. 

 

You can always visit me here if you have any other questions with this or with QuickBooks. I'd be happy to help. Take care!