Is there a way to prevent QBO from populating the memo field in the register when importing transactions from banking?

Thank you for visiting the Community today, ZweigSRDC.

Let me point you in the right direction about your online banking concern.

The Memo field for downloaded entries is a built-in feature in QuickBooks Online (QBO), and the option to remove it is unavailable at this time. Also, the data we receive is dependent on what your Financial Institution (FI) sends over to us. I recommend you check the mapping of your transactions and make sure that there’s no information entered in the Memo field to prevent it from showing up in the register.

For additional resources, check this article to learn more about classifying downloaded transactions, matching them to the existing ones in QBO: Categorize and match online bank entries.

To speed up the review process, you can set up bank rules to categorize your online banking transactions. This way, you’ll no longer have to manually perform this process.

Stay in touch if you have additional questions on how to keep your downloaded data organized. I’ll get back to answer them for you. Enjoy your weekend.

For those interested in the answer to the question:

In the banking screen select the gear icon and uncheck "copy bank detail to memo".

This will prevent the memo field in the register from populating with data from the bank when transactions are added.

Hello @ZweigSRDC,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.

Have no choice but to support one another. Cant get any support from Intuit