Can someone please tell me why my memo’s and attachments did not save to my QB online banking? I spent hours adding them so my accountant could view and categorize them.

Thanks for posting in the Community, @zana1. 

A typical browser's cache stores data from previous websites you've visited. However, as it collects information, it might cause performance issues in QuickBooks Online (QBO). This could be the reason your accountant is unable to see the memo's and attachments that you've added in the Banking tab. 

I've got some steps to help fix this issue. Please first have your accountant access your QBO account using a private browser. It helps isolate the issue since it doesn’t store data in the cache. Here are the following keyboard shortcuts: 

• Google Chrome: CTRL + Shift + N 
• Mozilla Firefox and Internet Explorer: CTRL + Shift + P
• Safari: Command + Shift + N

From there, have your accountant go back to the Banking menu. If it works, have him clear the cache of his regular browser. This helps the program to function efficiently. If not, have him use other supported browsers. 

Once done, your accountant can properly categorize your transactions. For more details, have him check out this article: Assign, Edit, and Add Downloaded Banking Transactions. 

It's a great idea to reconcile your account on a monthly basis. Your accountant can perform this process to ensure your account in QuickBooks matches your bank statement. For more information, have him visit this article: Reconciliation Process. 

I'll be right here to help if there's anything else you need. Have a great rest of your day, @zana1. 

I appreciate your response.  The memo’s are no longer saved on my end either.  After entering memo’s to expenses and continuing to other expenses, the memo’s are saved while on that page.  I tested one after I found out all of my data was gone.  I entered a memo, went to others on the screen, returned to the memo I entered and it remained.  I logged out, then logged back in and it was gone.  

Thanks for following up with those additional details, zana1.

Since clearing the browser cache didn't do the trick, I recommend reaching out to the Support Team. Agents have specialized tools, like screen-sharing, to take a look and work alongside you to determine what's causing the memos and attachments to not save. Here's how to contact this team:

1. Click the Help button in the top right corner.

2. Select Contact Us.

3. Enter Support in the field and choose Let's talk.

4. From here you can select to receive a callback at a time that's convenient for you.

Feel free to reply here to let me know how the conversation goes. I'll be here to help in any way that I can.

Hi,

I am having this same issue.  Did you ever get an answer for this?

Thanks,

Jeff

I think the QB person doesn't understand the question. When you add a memo to an expense under Bank Transactions it will not actually save. It will LOOK like it saves because if you were to immediately go back into it you would see it. But as soon as you leave that page the memo's are gone. 

There is no "save" function. You have to hit "ADD" which of course makes it a mute point if you want your accountant review. 

Clearing your cache has nothing to do with it. The software just doesn't support save and you are SOL. 

***edit***

nope.. below does not work

still   -->  same problem....    how to update a memo field in a transaction without "Add"..  so it can be reviewed before adding.

in poking around....   if you change the category...  (or #hashtag it seems as well works)

and then add the memo ...  it seems to save it without having to hit "Add"

so it is still reviewable before it is "Add"ed