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meghan.keys
Level 1

On Point Bank is pulling the wrong description field for all accounts. Instead of pulling the "Description" into QBO it is pulling "Online Description"

 
1 Comment 1
MaryGraceS
Moderator

On Point Bank is pulling the wrong description field for all accounts. Instead of pulling the "Description" into QBO it is pulling "Online Description"

Hello there, @meghan.keys.

 

Thank you for posting in the Community. I'd be glad to help share some details about the downloaded bank transaction's description in QuickBooks Online.

 

To ensure we're on the same page, may I ask if you import bank transactions using Excel CSV files? If so, we need to double-check the CSV file formatting to avoid errors. 

 

I recommend checking the following article for more information and steps: How to import bank transactions using Excel CSV files.

 

Also, I've included some articles for additional reference: 

For additional help, you can also reach out to our Customer Care support for assistance. They can run the screen sharing tool to check what's causing this and to get this resolved in no time.

 

Here's how you can reach them: 

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your QuickBooks version.
  3. Select a topic.
  4. Click on the Get Phone Number or Start a Message button.

That should take care of it.

 

Drop me a comment below if you have any other questions about importing transaction's with a correct description into QuickBooks. I'll be happy to help you further. 

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