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Desereé Cundiff
Level 1

When imported transactions have been accepted, the memo changes to what shows what the bank has.

I manually import transactions from the bank to Quickbooks Accountant Desktop 2023.  When I accept the transactions, Quickbooks automatically changes the memo to what the bank and credit card companies have.  How do I stop this without having to go into each individual transaction?  It is especially irritating when it overwrites what I originally entered.  This wastes my time when I have to change it back to what it originally was.  I've looked through all menus, settings, and online, but I cannot find anything that can change this process. 

 

Thank you for any help you can give me. 

1 Comment 1
MorganB
Content Leader

When imported transactions have been accepted, the memo changes to what shows what the bank has.

Thanks for joining us here in the Community, Desereé Cundiff.

 

I want to make sure you're able to add the correct memo for transactions in your QuickBooks Desktop account.

 

In this type of instance some users have found it helpful to download a file type from your bank website that can be edited in Excel. Once you've made changes to the bank memos in the Excel file, you can then upload it to your QuickBooks. 

 

I recommend reaching out to a member of the QuickBooks Desktop Support Team so they can share your screen and walk you through the process. Here's how to get in touch with the team:

 

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Give a brief description of your issue, then select Continue.
4. Sign in to your Intuit account and select Continue and then Continue with my account.
5. We'll email you a single use code. Enter your code and select Continue. (If you have more than one account, select the account you want to use and then Continue.)
6. Select to chat with us or Have us call you.
 

The following article provides these steps if you ever need them again in the future: Contact QuickBooks Desktop support

 

Please don't hesitate to reach back out if you need additional assistance with anything else. I'll be here to lend a hand.

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