Thanks for dropping by the Community, @carol-smsdc-org.
I'll be more than happy to assist you, but I need more details about the concern.
May I ask for additional information on which part you're trying to change the description in QuickBooks Online? Or which transaction are you trying to create?
I would appreciate any further details so I can provide an accurate solution.
We'll keep an eye on this post. Just leave a comment below. Keep safe!
We purchase merchandise from UNI BEAUTY frequently which is the first name on the bank feed. Yet QB goes over in the middle that it is in the southwest division and names it SOUTHWEST AIRLINES. Incorrect its a beauty supply company and frustrating I cant correct. Your help please as we are not buying airline tickets.
Thank you for joining the thread, @CeeGee1.
Allow me to provide information on how QuickBooks handles downloaded bank transactions.
QuickBooks is dependent on the information and description shared by your financial institution. Thus, changing the description showing on your downloaded transactions isn't possible. You'll want to coordinate with your bank and check how they send the transactions to QuickBooks.
As a workaround, you can consider downloading your bank transactions manually to edit the description. For more guidance, feel free to check out this article: Manually upload transactions into QuickBooks Online.
Once it's imported, you can review the transactions and categorize them into the correct accounts.
Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you, @CeeGee1.
Hi there, @CeeGee1.
I want to make sure that your concern is dealt with immediately. But, it seems that the file wasn't included in your response. To ensure it will be included in your reply, follow the steps below:
I'll be waiting for your response, CeeGee1. Keep safe
Hi there, CeeGee1.
I appreciate you for coming back to the thread and for adding extra details about your concern. With this, I'll be sharing additional details on how imported entries from bank works in QuickBooks Online. Then, route you to the right support team to assist you further with your concern.
The downloaded data in QuickBooks depends on the information shared by the financial institution. Including the description that shows on the Banking page. That's why QuickBooks pick Southwest Airlines' name on the banking page because this is how your bank entered your bank details. With this, directly editing or updating what information appears on the description field is currently unavailable in QBO.
I suggest contacting your bank to verify the transferred data and be able to change the details if necessary. This way, the beauty supply company you've mentioned will show on the banking page in QuickBooks.
Additionally, you can only change the Category, Vendor/Customer name, and the memo from the downloaded entries. Then, be able to review or categorize downloaded bank and credit card transactions by matching or adding them to avoid duplicate entries.
Lastly, you may refer to this article to view the steps on how you can reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.
Please don't hesitate to add another reply below if you still need more clarification with banking entries in QuickBooks Online. I'm always here to help. Stay safe!