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Can you re-upload bank activity? I made edits to the "bank detail" from my bank's website- I'd like those notes to appear in Quickbooks

 
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Can you re-upload bank activity? I made edits to the "bank detail" from my bank's website- I'd like those notes to appear in Quickbooks

Yes. We can upload the transactions in QuickBooks again, phaun9.

 

We'll have two options on how we can add the notes in the transactions. We can either enter them manually or we can import them again. Then, make sure to enter the notes in the Description field.

 

Let me show you on how to manually enter the notes:

 

  1. From the Accounting tab, select Chart of Accounts.
  2. Locate the account and click View register.
  3. Select the transactions to be edited.
  4. Select Edit.
  5. In the transaction page, enter a note in the DESCRIPTION field.
  6. Click Save and close.

 

You can check this article for the detailed steps when importing the transactions: WebConnect.

 

Before importing, we'll have to delete the recorded transactions to avoid any duplicates. Just a heads up, not all characters of the notes will be entered since QuickBooks has a character limitations.

 

I've also added these articles in case you're ready to reconcile the account:

 

 

Feel free to tag my name if you need help in reconciling the account.

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