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Hi,
On my latest bank upload for some reason QBs does not show all the info from the memo column i.e. populating the "Description", "Payee" and Category or match" columns with details from the upload.
No biggy I think, I'll just select the item, amend the details in the drop down page which has "Categorise" "Match" "Record as transfer" and "record as credit card payment" along the top and close it before going through all of them to subsequently add or match. However, once I amend details and close that drop down page it then amends all the remaining "Payee" and "C o M" columns to the details I have just inputed including those I amended earlier. How do I just change the one transaction and not affect everything else in my "for review" list/columns?
I appreciate you posting your concern here in the forum, Peter M2.
I have the details you need to overcome issues when categorizing bank transactions in QuickBooks Online.
Beforehand, are your transactions downloaded automatically or uploaded manually in the system? The details available when manually importing transactions are only the date, description, and amount. It can explain why you cannot see information under memos.
On the other hand, let's check if the issues when modifying details on your entries were related to a corrupted cache file. It usually causes unusual behaviors when navigating the program.
Here are the different keyboard shortcuts:
On the other hand, you might want to scan these resources for guidance on reviewing your transactions and preventing unexpected changes within your books:
We're just a click away if you have additional questions when categorizing your transactions or other related concerns in QuickBooks Online.
It was uploaded manually, for memo read description. It has taken part of the description, not all of it. I uploaded a batch of months all in the same way, some were ok, others not.
I am ok with correcting them but I do not want every transaction to carry the same correction, how do I make it only correct the transaction I am working on?
PS I am using Mozilla, it clears cache every shutdown, it only has todays usage and I uploaded these transactions two weeks ago.
I looked at your link to "Reconcile an account in Quickbboks online" and followed this tip:
Compare each transaction in your statement with what's in QuickBooks.
Tip: If you're absolutely sure you've found a match but something small isn't quite right, like the payee, don't worry. Select the transaction in QuickBooks to expand the view. Then select Edit. Make edits so the details match your statement.
It still does not make changes to that transaction permanent, whenever you do another one they all change.....
Very frustrating.
I understand the inconvenience this has caused you, @Peter M2. Your concern is valid. Rest assured that will bring this to the attention of our management to be further investigated.
We suggest getting in touch with our QuickBooks Online Support team to identify the issue and investigate this behavior further. You can also request to be added to the list of affected users to receive timely email updates on the matter. To contact our support team, kindly follow these steps:
As it seems unlikely that you were able to edit one uploaded transaction but not the others, we will investigate the issue. While we look into this, you can manually edit the transactions that can be edited.
On the other hand, you might want to scan these resources for guidance on reviewing your transactions and preventing unexpected changes within your books:
We'll be here in the Community if you still have further questions about editing uploaded transactions in QBO. We'll do our best to assist. Take care.
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