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suzanne-alexnade
Level 1

Help! Every time I change a "customer/project" in a bank transaction and click save, it reverts to original. I've tried clearing cookies, dif browsers, incognito, etc.

 
1 Comment 1
IrizA
QuickBooks Team

Help! Every time I change a "customer/project" in a bank transaction and click save, it reverts to original. I've tried clearing cookies, dif browsers, incognito, etc.

Hi @suzanne-alexnade,

 

Thank you for reaching out to the Community! I appreciate you for performing some troubleshooting steps to get your updated customer/project names saved in your banking transactions.

 

Since the issue persists, I suggest contacting our QuickBooks Online Support so they can assist you further and get the issue fixed.

 

In the meantime, you can consider undoing the transactions in the Categorized tab. Then, assign the customer/job names in the For review section.

 

If the same issue happens, let's exclude and manually recreate the transactions. You can follow the steps below on how to exclude them.

 

  1. Go to Banking.
  2. Under the For Review tab, tick the box beside the said transaction.
  3. Select Exclude.

 

For future reference when it comes to banking, you can refer to these articles:
 

 

If you have further concerns regarding bank transactions, please don't hesitate to reach out. Have a wonderful day!

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