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Importing Credit Card Transactions

Is there a way to see the memo line in the "For Review" screen?  I would like to see which credit card was used for the purchase.

Solved
Best answer 04-24-2019

Accepted Solutions
Moderator

Re: Importing Credit Card Transactions

Hi there, toni_aleris.

 

I'm here to provide an overview about online banking on both automatic download and importing process in QuickBooks Online (QBO).

 

When your bank account is connected, the Memo or Bank Detail will automatically be downloaded. You'll just have to mark the Show bank details checkbox so that the page will display its column.

 

Let me show you how:

  1. Go to Banking.
  2. In the For Review tab, click on the Gear icon.
  3. Under Transaction details, mark the Show bank details and Copy bank detail to memo checkboxes.
  4. Click one of the transactions, so you'll know what I'm referring to.

I've attached some screenshots below for your reference.

 

1.PNG

 

2.PNG

 

The same goes for importing, just add the Description column on the CSV file.

 

3.PNG

 

You can check out these articles for your reference:

That should do it. Leave a comment below if you have further questions about the process. I'll get them answered for you.

View solution in original post

1 Comment
Moderator

Re: Importing Credit Card Transactions

Hi there, toni_aleris.

 

I'm here to provide an overview about online banking on both automatic download and importing process in QuickBooks Online (QBO).

 

When your bank account is connected, the Memo or Bank Detail will automatically be downloaded. You'll just have to mark the Show bank details checkbox so that the page will display its column.

 

Let me show you how:

  1. Go to Banking.
  2. In the For Review tab, click on the Gear icon.
  3. Under Transaction details, mark the Show bank details and Copy bank detail to memo checkboxes.
  4. Click one of the transactions, so you'll know what I'm referring to.

I've attached some screenshots below for your reference.

 

1.PNG

 

2.PNG

 

The same goes for importing, just add the Description column on the CSV file.

 

3.PNG

 

You can check out these articles for your reference:

That should do it. Leave a comment below if you have further questions about the process. I'll get them answered for you.

View solution in original post

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