Memo is no longer populating with the Bank detail

The setting states that it will copy the bank detail into the memo field.  that is not happening.  If you look at my screen shot you can see that the bank provided all of the details i need in the feed.  The system is no longer copying the data into the memo.  

I am having the same issue and similar to the OP, the option is already selected to copy the bank detail to the memo line so that is not the solution.

I have followed the directions.  It is not working. 

I would like to disagree. The information is provided in the bank feed.  You can see the data in the screen shot below. This is for American Express.  

I am also having the same issue and contacted QBO, they did not understand the issue.  Mine seems to be with AMEX only.  Please get this corrected.  The information is in the bank feed under transactions and my field "copy to memo" is checked off.  It is clearly there in Qbooks, but no longer transfers into the memo field.  This is extremely frustrating.  I just spent the last 3 hours manually entering memo items that should have already been in the system.  

I was having the same problem with my Amex feed. After unchecking the "Copy bank detail to memo"   box, I navigated to a different bank feed and then checked the box again. I then returned to my Amex Feed and the bank details are now populating in the memo field!

Nancy,

Mine is also only with Amex.  I called today and gave them the INV number in the directions above.  they now agree it is under investigation.   If you give them the number they can link your account to the case and you should get updates. 

OK so it was working.. As soon as I applied a date filter or used the search function within the feed, it stopped working.

I am having the exact same issue! Amex only. Just started this week.

This definitely seems like a QBO glitch that they need to get figured out rather than having everyone contact Amex. 

I understand you've been through a lot already in trying to resolve the Copy bank detail to memo error. 

We have an ongoing investigation where the American Express Complete bank detail not copying to the Memo field when "Copy bank detail to memo" is checked. Rest assured, our engineers are working to identify the cause to provide a solution and will provide you with updates regarding the status of this issue via email.

To add you to the list of affected users, I'd suggest contacting our Customer Support Team. You'll also receive an email notification about the update on this case. Here's how: 

1. Go to the Help menu.
2. Choose the Search tab.
3. Click the Contact Us button at the bottom.
4. Enter a summary of the issue: Only a portion of the Banking Detail is copied into the Memo field in bank transactions. AMEX account. Ticket#: INV-91350.
5. Click Continue and choose Chat or Callback.

I'm also adding these articles to learn how to review your downloaded entries and reconcile your accounts:

• Categorize online bank transactions
• Set up bank rules
• Reconcile an account

I'm all ears if you have other banking concerns or questions about online banking. You can drop a comment below. 

Thank you but I have already contacted them yesterday and they did not seem to understand the issue.  She said it would be investigated, but I don't know for sure  This is my case number INV-90831.

Hi Nancy,

Thank you for keeping in touch regarding your banking concern. Allow me to chime in and provide clarification about the AMEX issue in QuickBooks Online.

The investigation number provided by the representative applies only to users having issues with the Memo field in the Sales section of QuickBooks. It doesn't include the problem with the bank detail not copying to the Memo field in bank feeds.

I've checked on my end and found an open investigation (INV-91350) specific to AMEX users. Our product engineers are already aware of the issue with the American Express Complete bank detail not copying to the Memo field when "Copy bank detail to the memo" is checked.

For now, a workaround for the bank issue is unavailable. Rest assured, our dedicated team is working diligently to get you back on track.

As we assess this, I'd suggest contacting our Customer Care Team again. They can add your company to the list of affected users to keep you in the loop about the investigation's status and its fix. 

Our support for Plus, Essentials, and Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day.

Here's how you can reach them:

1. Click the Help tab in the upper-right corner.
2. Go to the Assistant tab.
3. Click Get help from a human.
4. Choose Chat with us or Have us call you.

Additionally, you can use bank rules to categorize transactions automatically from your bank. For better categorizing and guidance, check out this link: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Drop me a comment below if you have any concerns about your banking data reflecting in QuickBooks Banking. We're always available to lend a hand. Take care always.

Is there a resolution to this issue yet?

Thank you for getting back to us, @CompleteBalanceCPA.

The investigation of this issue is already resolved, and closed.

If you have the same error, I recommend clearing your browser's cache to isolate the issue.

The stored files in your browser are typically the source of unexpected behavior or failures in QBO. Your cache saves the files from many websites you visit, so you can quickly load the pages the following time. The browsing speed of websites like QBO, may be impacted if the cache is retaining too much data.

It's a good idea to check for issues brought on by a full cache when browsing anonymously because doing so prevents the cache from recording your browsing data.

• Chrome: Press Ctrl + Shift + N
• Internet Explorer and Mozilla Firefox: Press Ctrl + Shift + P
• Safari: Press Command + Shift + N

If the steps above will not work, you can use supported browsers as an alternative.

If the given procedures are successful, I advise you to clear the cache in your browser to avoid utilizing outdated forms, safeguard your data, and improve the performance of our programs on your computer.

Once done and the issue persists, you can reach our Customer Support team to investigate further about the Memo no longer populating.

Here's how:

1. Click the Help menu in the upper-right-hand corner.
2. Type in Talk to a human, then press Enter.
3. Look for I still need a human and click on it.
4. Click Get help from a human or Contact Support Team.
5. Select between Send a message, Schedule an appointment, or Get a callback.

Finally, for future reference, here is an article about categorizing transactions in QuickBooks Online: Categorize online bank transactions in QuickBooks Online.

Let me know if you have questions about bank transactions. I'm always here to help. Have a great day.

This is happening for me too. None of the suggested solutions helped.
@Dave226  researched this in depth and shared his insights:
https://quickbooks.intuit.com/learn-support/en-us/banking/bank-transaction-detail-text-changed-obfus...

Bank details are there,  Copy bank detail to memo is checked.   Notice answer is to get bank to provide details.   Bank provided details are there the same as always.   But quickbooks seems to have issue.

I can see the urgency of getting this resolved, @POPMom.

Currently, we have an ongoing investigation about bank details not copying to the Memo field even if the feature is enabled, the same as what you're experiencing in QuickBooks Online (QBO). Rest assured, our Engineering Team is aware of this and is working diligently to resolve it.

To get you in the loop on the latest updates on the issue, I encourage you to contact our Customer Care Team. This way, you'll receive email updates on the investigation's status and be notified once it is resolved. Here's how:

1. Log in to your QuickBooks Online account.
2. Click the ? Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose a way to connect with us.

Please review our support hours to ensure we can address your concerns promptly.

Also, when you download transactions from your bank, you must categorize them into the proper accounts. You can create bank rules that automatically classify transactions for you to speed up the process.

I'm only a post away if you need further assistance managing your bank transactions in QBO. It's my pleasure to help. Stay safe.

yes, amex says it is a quickbooks issue

you can see the urgency, but it is still not resolved 5 months later.

is there any resolution yet?