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info92
Level 1

I was reviewing trans "for review" & for some reason in the "description" field it changed to our acc #.It use to say what the bank had.How do I change it back? New to QB

 
1 Comment 1
Rose-A
Moderator

I was reviewing trans "for review" & for some reason in the "description" field it changed to our acc #.It use to say what the bank had.How do I change it back? New to QB

A warm welcome to the Community, info92.

Congratulations on your new account with QuickBooks Online. I'd be happy guide you on how to change the description for your transactions in QuickBooks Online.

 

Our banking team hasn't received any issues with description when syncing bank transactions. We can run a manual update to refresh the bank connection.


Here's how:

 

  1. On the left navigation menu, click Banking.
  2. Go to Bank Feeds.
  3. Click on Update in the upper right. QuickBooks begins updating your account.

You may these articles helpful:

 

If you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

I'm always here to help you out if you need further assistance. Have a nice day!

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