Bill description auto fill

Welcome and thank you for posting here in the Community, @mtshoberg. It's my pleasure to help stop the auto-fill feature when entering a bill.

When the Automatically Recall Information feature is enabled, QuickBooks Online will automatically fill in the rest of the transaction when selecting a customer, vendor, or employee.

If you want to stop this, we can turn off this setting. Here's how:

1. In your QuickBooks Desktop, go to the Edit menu.
2. Select Preferences and choose the General tab.
3. Go to the My Preferences tab, make sure the Automatically Recall Information section is unchecked.
4. Lastly, click OK.
   
   

Once done, you can proceed to create the bill. For more details, please see this article: Record or enter a bill in QuickBooks Desktop. This way, you can keep track of all your accounts payables and know what or when a bill needs to be paid.

That should do it! Feel free to post back to this thread if you have other questions about managing your bills and other vendor transactions in QuickBooks. I'll be happy to help you again. Have a fantastic day!

I see no way of removing the description. Example attached. No associated rules. No "Wal-mart" in bank description brought in. But the darn thing shows every time for Cumberland Farms transactions.

Hey there, mwloomiscpa.

I'm here to help you figure this out to get back to business.

You'll want to put a checkmark on the Show Bank Memo box to see if bank details may be hiding there. Here's how:

1. Go to Banking > Bank Feeds > Bank Feeds Center.
2. Click on Transaction List.
3. Check mark Show Bank Memo box.
   

I've added a link on how to reconcile your account for a future task in QuickBooks Desktop.

I'll keep an eye on your reply on how the steps work. I want to ensure this is taken care of.

Ah, I did not specify. This is Quickbooks Online, not Desktop, so that button is not there. The transactions are auto-imported from the bank, the long description from them accurately shows the vendor purchase. The description field in the banking transaction has some prior-default auto populated information that is incorrect.

Thank you for the clarification and the screenshot, mwloomiscpa.

The descriptions of the downloaded transactions came from your financial institution, and QuickBooks has no option to replace them. I recommend contacting your bank to verify and report this incident, so they can fix the issue.

On the other hand, you’ll want to make sure the transactions have the right payees and categories before adding them to your books. Enabling the option to automatically copy bank details to the memo also helps so only those details will be added to the transactions in the bank account.

Speaking of accounts, I recommend reconciling them once you’ve got all the transactions in a statement period. Doing this regularly helps keep track of a good financial record and ensures that you only track the ones that occurred in real life.

Please don't hesitate to contact us again if you have any further questions. We're always available to help.