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stacey-ikonikgol
Level 2

How do I change the description on a transaction without changing all descriptions with the same wording?

My description is ACH Transfer
Solved
Best answer June 29, 2021

Best Answers
AlexV
QuickBooks Team

How do I change the description on a transaction without changing all descriptions with the same wording?

Good day, stacey-ikonikgol!

 

Thanks for the additional info. Let me help you in updating the description of your downloaded banking transaction.

 

The most possible reason why the changes on one transaction affect other entries is that you turned on one feature. On the Banking page, click the small Gear icon next to the Export or Print button. Then, remove the checkmark on the Remember category selection or Enable suggested categorization tick-box.rtaImage.png

 

Once removed, you can now update the transaction's description without affecting the others.

 

Here's a link you can check: Categorize and match online bank transactions in QuickBooks Online. This will show you the detailed steps on how to properly categorize your downloaded bank entries. Also, if you need a guide regarding reconciliation, you can read this article: Reconcile an account in QuickBooks Online.

 

Need more assistance? Keep on posting here and we'll help you. Have a great day!

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6 Comments 6
john-pero
Community Champion

How do I change the description on a transaction without changing all descriptions with the same wording?

When you edit the reference field you are only editing that field on that transaction only. Memo fields are the same.

 

If you are editing the description of Item/Product you may be asked if you wish to change the default to this new value. As Nancy Reagan said, Just Say No. 

 

If you are not given a choice and it changes all instances then at some time in the past you checked a box to hide the popup related to description changes and will have to bring back all messages

stacey-ikonikgol
Level 2

How do I change the description on a transaction without changing all descriptions with the same wording?

Sorry.  How do I unhide the message?  Thank you.

AileneA
QuickBooks Team

How do I change the description on a transaction without changing all descriptions with the same wording?

Hello, stacey-ikonikgol. 

 

Thank you for getting back to us. Before we can accomplish your goal for today, can you tell me more of your concern what transaction are you trying to edit? Is it on message on the invoice or message on the statement?    

 

 

  

 

In the meantime, you can check out this article to show the pop-up blocker in QuickBooks: Why doesn't anything happen when I select a button or link?  

 

Hope to here from you soon. Stay safe!

stacey-ikonikgol
Level 2

How do I change the description on a transaction without changing all descriptions with the same wording?

Under Banking transactions:  My description is 4439 ACH TRANS Preauthorized Debit, Payee is empty and Assigned To is unclassified category.  There are 3-4 pages of these transactions with the same description.  I have to populate the correct information into each individual transaction.  However, when I try to change one transaction, many of the other transaction automatically populate with the same information.  How do I change each individually without automatically populating others?  I did not enter the original transactions and I am unable to figure out why this is happening or how to correct it.  I did confirm there is no rule associated with this.  Thank you..

AlexV
QuickBooks Team

How do I change the description on a transaction without changing all descriptions with the same wording?

Good day, stacey-ikonikgol!

 

Thanks for the additional info. Let me help you in updating the description of your downloaded banking transaction.

 

The most possible reason why the changes on one transaction affect other entries is that you turned on one feature. On the Banking page, click the small Gear icon next to the Export or Print button. Then, remove the checkmark on the Remember category selection or Enable suggested categorization tick-box.rtaImage.png

 

Once removed, you can now update the transaction's description without affecting the others.

 

Here's a link you can check: Categorize and match online bank transactions in QuickBooks Online. This will show you the detailed steps on how to properly categorize your downloaded bank entries. Also, if you need a guide regarding reconciliation, you can read this article: Reconcile an account in QuickBooks Online.

 

Need more assistance? Keep on posting here and we'll help you. Have a great day!

stacey-ikonikgol
Level 2

How do I change the description on a transaction without changing all descriptions with the same wording?

THANK YOU!!! You solved my problem

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