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luke-bord
Level 1

From Quickbooks Online - banking, can you add a description dropdown list that changes based off the account or the vendor selected?

I have about 5 descriptions for each of my 50 accounts. It would be very helpful if my description options (dropdown list) would change based off the account or vendor selected.
1 Comment 1
Jen_D
Moderator

From Quickbooks Online - banking, can you add a description dropdown list that changes based off the account or the vendor selected?

Thanks for checking this banking concern here in our forum, @luke-bord,

 

Regarding the Description column, the information shown there shows what we receive from the bank. Adding a custom drop-down to include other details based on the chosen account or vendor is currently unavailable.

 

There are options you can try to display the description as shown in the bank statement. Use the Show bank details filter or the Copy bank detail to memo. You can also manually fill in the information in the Memo field when categorizing the banking entry.

 

See this:

 

To learn more about what you can do in the Banking page, see the following links:

While the option you're looking for is currently unavailable, you may visit these sites for security or new features in QBO, see the following links:

Visit us again if you have other questions. I'll be more than happy to help you with your bank processes and all other things about QuickBooks. Have a lovely day!

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