How do you change the bank transaction description in QBO? I have a vendor with the name Hampton in it. QBO put description as Hampton Inn.

A warm welcome to the Community, maplelea-ptd-net. Let me help you sort this out.

The data we receive in QuickBooks depends on your bank's information.

Since the information on the description is different, I'd suggest getting in touch with your bank to check on how they send your transactions to QuickBooks.

Alternatively, you can use the WebConnect feature in QuickBooks Online to manually import your transactions and change the description from there. You can refer to this article for detailed steps and instructions: Manually upload transactions into QuickBooks Online.

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

I'll be around here in the Community if you ever need additional assistance in the future. Have a nice day!

Hi, maplelea-ptd-net.

Hope you're doing great. I wanted to see how everything is going about the bank transaction description you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!