I downloaded bank transaction to cvs file , the amounts and description column were all correct, but when I imported the transaction to Q.B, I noticed that the bank description column is wrong: instead of the correct description in the CSV file "insurance Group" is it described in the bank description column as "Groupon". how do I fix this?
Welcome back to the Community, love hate.
I checked if there's an ongoing issue about this, but there isn't currently one. When you map the CSV file before importing it to QuickBooks Online (QBO), does it recognise the description column?
When preparing the CSV, make sure to removed all symbols in the Amount field and any non-transactional information in the file, such as account numbers, opening, and closing balance.
As an initial troubleshooting step, try logging into your QBO account using a private browser (incognito). There are times that the browser is full of frequently accessed page resources, causing some unusual responses.
Once logged in, try to import the CSV file again to double-check. Please refer to these articles for further guidance:
If it works, return to your default browser and perform a clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. However, if the issue persists, try using other supported browsers.
Let me know if you have any other issues or concerns, and I'll get back to you right away. I'm always here to help. Take care!
Thank you for your advise, but I am afraid that the CSV file has the correct description , and somehow, Q.B changed the description for "Insurance group" to "Groupon" after downloading.
I would like to know if AFTER downloading the CSV file and accepting the transaction, I can amend the BANK description column , as necessary.
Hi love hate (& all the other respondents)
I'm getting the same thing and the advice of 'click in description field and change it' doesn't work, because you simply can't do that.
I have a direct feed from my bank so I don't have a CSV file to modify.
I have a description of Cars.com appear instead of ANZ Cards and I can't find any advice on how to correct this. If anyone has a solution I'd love to hear it please. I've attached a couple of screenshots for reference.
Thanks for joining this thread, @Batman69.
You'll have to contact your bank website to check why the transactions are not the same when downloading in QuickBooks Online. QuickBooks is just a receiver and depends on the data from your bank.
To fix this, after you add or match, go to the matched transaction and edit the description from there. For more details please read out this article:Add and match downloaded bank transactions [Video].
I'm adding our Help articles it provides tips on how to manage your account in QuickBooks.
I'll be right here if you need any other help. Take care.
Thanks for your reply.
It is not all descriptions that are incorrect, just the ones in the pictures I uploaded, which hopefully you looked at before you replied. The information on the bank website is correct however QB seems to change it in some instances, (again as shown in the pictures).
I've never used Cars.com, ever, so don't understand how this comes up in Description. I've read QB forums where other users have the same issue for some transactions (Groupon instead of Insurance Group for example) but there has been no clear solution on how to rectify ongoing issues or adjust the information to reflect the correct description, so I'd love a clear step-by-step on how to accomplish this for QB Online, please.
This request is open to anyone that can guide me through this.
Appreciate your time
Hi, Dave. I'm glad to have you here.
Thanks for adding further details in regards to your concern. The screenshot is very helpful as well.
I've tried checking our records and found out a similar issue with this. Just to confirm, are you using the Natwest bank? If so, we have an open investigation where descriptions recorded differently than what our customers see on the bank statement.
Our product engineers are already aware of this. They are working to identify the cause of this issue and get the issue resolved. Please consider contacting us to add you as one of the affected users.
Please consider checking our support hours. Go to the QuickBooks Online section to see the details. Meanwhile, you may consider using a Web Connect to bring the transaction with its correct description.
Once done, you'll want to read about categorizing the editing, adding the downloaded transactions. I'm sure you'll learn more things like managing the downloaded transactions.
I'm right here and with the Community people to assist you in case you need one. I hope you're good. Take care!
Thanks for clarifying, @Batman69. I understand what you're going through about the downloaded transactions showing different descriptions in QuickBooks.
Checking on our records, we don't receive any reports similar to what you experienced with Commonwealth Bank. At this point, I'd recommend contacting the QuickBooks Online Customer AU Support team. They can help check and identify the cause of the issue and open a case if it needs further investigation.
Feel free to visit again if you have more concerns. I'm always around here to listen and help.