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Level 1

Change the description of pulled transactions

Is it possible to change the system so it displays the name of the sender.

On all my transactions it shows "Faster Payment Receipt" as the main header and the only way for me to find out who sent it is to extend the transaction, it would be easier if it just displayed the sender or something other then just a generic title

 

Thanks

1 REPLY 1
QuickBooks Team

Change the description of pulled transactions

Hi there, @Screen Doctor.

 

I'm glad to have you here on the Community page. I can share with you some information about the transactions' description in QuickBooks Self-Employed.

 

QuickBooks is dependent on the details that your online banking account generates. Changing the description sets from your bank is currently unavailable. 

 

For the manually added transactions, you can follow these steps:

 

  1. Tap on the Transaction tab at the left pane.
  2. Click on the arrow under Action.
  3. Update the description from there.

To learn more about managing and categorising transactions in QBSE, you can as well open these articles:

 

In case you want to create and use rules to quickly categorise your recent and past transactions, use this link as your guide.

 

 Please keep in touch if you need more help with this, I'm determined to help you out. Keep safe!