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Shang-Panerio
Level 1

Is there a way to customize the data pulled from Wise? We prefer to have the description appear in the QuickBooks memo instead of the payment reference. Thanks!

 
1 Comment 1
MariaSoledadG
QuickBooks Team

Is there a way to customize the data pulled from Wise? We prefer to have the description appear in the QuickBooks memo instead of the payment reference. Thanks!

Can you please clarify how you connected Wise to QuickBooks? Did you set it up as a bank account or integrate it as third-party application? I have a few information on how you can do this in QuickBooks Online (QBO), Shang.

 

QuickBooks Online (QBO) relies on the data provided by Wise. You can reach out to the Wise support team to determine if there are settings that would allow the Description entry to show up on the Memo field. 

 

In the meantime, you can manually edit the information as needed.

 

If this is connected as a bank account:
bank account.png
 

If connected as third-party application:

third party.png

 

You may want to keep your downloaded transactions from going into your company expenses. I've added this for you: Exclude A Bank Transactions You Downloaded into QuickBooks Online.

 

Additionally, ensure that financial records match the actual bank statements, check this article for reference: Reconcile An Account in QuickBooks Online.

 

Let me know if you are referring to something else or if you have additional questions about customizing data in QuickBooks The Community team is always here to ready to help you.

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