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Level 3

Banking does not recognize over the counter bank transactions

I have linked my bank account to QuickBooks Banking. The problem is for over the counter bank transactions, the "Description" from my bank would be blank, and seems QuickBooks cannot recognize transactions with blank "Description".

 

Are there any ways to fix this? I have asked my bank and they said it's the bank settings. Right now I just manually upload the CSV file for those transactions.

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Best answer 4 weeks ago

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Level 3

Banking does not recognize over the counter bank transactions

What I meant was it is the bank settings that for over the counter bank transactions, the "Description" from my bank would be blank. I am not sure how QuickBooks get data from the bank. It just appears that QuickBooks cannot get the transactions if the "Description" is empty.

 

I don't think the bank help desk can answer me why QuickBooks cannot get those transactions. It should be between the backends of QuickBooks and HSBC.

 

Anyway, I guess I can just upload manually for now.

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Moderator

Banking does not recognize over the counter bank transactions

Hello there, howardtm.

 

QuickBooks recognizes transactions with blank Descriptions. And yes, you're correct that there's something we'll need to double-check on your bank settings to let the program bring those transactions. I recommend reaching out to the bank's support department for the accurate steps on where to do it.

 

It's a good thing that you've uploaded them already using the CSV file. To keep your bank transactions organized in QuickBooks, you can use the articles below as your guide:

 

 

Please don't hesitate to post again if you have other questions. Stay safe and be well!

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Level 3

Banking does not recognize over the counter bank transactions

What settings do you need my bank's support to check?

I am using HSBC HK.

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QuickBooks Team

Banking does not recognize over the counter bank transactions

Thanks for coming back for more support, @howardtm

 

You've mentioned in your first post that your bank said it's in the bank settings. I'd recommend you call your bank again to help you check which settings do you need to enable all transactions to share with QuickBooks. 

 

I know how you want to download those over the counter transactions to your bank feeds. As an additional insights, all transactions downloaded to QuickBooks Online is dependent on the data provided or allowed from your financial institution's (FI) website. 

 

Also, you can update your connected bank account in QuickBooks in case you'll experience the same issue in the future. Please note that this has to be done before manually uploading your transactions in the system to avoid duplicates. 

 

Here are the steps to update your bank in QuickBooks for your future reference:  

 

  1. Go to the Banking menu on the left panel. 
  2. Click on the Banking link.
  3. Select your HSBC HK bank account, then click on the Update button.

 

This procedure will refresh your bank connections with QuickBooks to bring in the transactions. 

 

Check out this article to learn more about what you need to do if you don't see your recently downloaded bank transactions in QBO

 

I'll be here in the Community to answer your next posts if you need more help and tips @howardtm. Have a great day ahead!

Highlighted
Level 3

Banking does not recognize over the counter bank transactions

What I meant was it is the bank settings that for over the counter bank transactions, the "Description" from my bank would be blank. I am not sure how QuickBooks get data from the bank. It just appears that QuickBooks cannot get the transactions if the "Description" is empty.

 

I don't think the bank help desk can answer me why QuickBooks cannot get those transactions. It should be between the backends of QuickBooks and HSBC.

 

Anyway, I guess I can just upload manually for now.

View solution in original post

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