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Mkline2
Level 1

Adding Memo field into Downloaded transactions

Hello, In my downloaded transactions Screen where I match and add Debits and Credits to my ledger, I would like to add another field "Memo".

In previous versions of Quickbooks and the online version this option is there. I need it for my desktop Mac version. I like to add an invoice number, or what the transaction was for, so later if I run into a problem, I will have the information at my disposal.

So I want to have, Date, Num, Downloaded Payee, Payment, Deposit, Account, MEMO, Class. 

I would also love to add vendor/Customer if thats possible. 

 

Does anyone know how to do this? I don't want to go into my register and find all the transactions one by one and add them in. If that is the case then I am better off adding each transaction manually. 

 

Thanks

1 Comment 1
Joesem M
QuickBooks Team

Adding Memo field into Downloaded transactions

Thanks for reaching the Community space, @Mkline2

 

The option to add Memo, Vendor/Customer to downloaded transaction field is currently unavailable in QuickBooks Desktop Mac. I'll take note of this and pass along the information to our engineers so they'll get more ideas on how to improve QuickBooks and give our customers the best experience possible.

 

This way, I recommend adding your bank transactions manually. You can also match them to the existing entries in your register. Doing so will help ensure your financial records are accurate in the software. For more information, view the Add and match transactions section through this article: Set Up And Use Online Banking (Mac).

 

In case you encounter any issue upon downloading your bank transactions, you can visit this article: Fix Online Banking. It provides you the recommended solutions to help you resolve them.

 

You can always check out Chapter 7 through this PDF article: QuickBooks for Mac 2020 User Guide. From there, you'll learn more about managing your bank-related tasks in the software.

 

Please touch base with me here for all of your QuickBooks concerns. I'll be more than happy to help. Have a good one, and keep safe.

 

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