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rodriguezern80
Level 1

Is there a way to have item detail lines in bank feed expenses to classify expenses vs only having category details?? When reviewing a expense only has category details,

 
1 Comment 1
ChristieAnn
QuickBooks Team

Is there a way to have item detail lines in bank feed expenses to classify expenses vs only having category details?? When reviewing a expense only has category details,

Hi there, rodriguezern80.

 

Thank you for visiting the QuickBooks Community. I'll be sharing details on how bank data that shows on the Banking page works in QuickBooks Online. Then, to make sure that you can see an alternative way on how to achieve your needs.

 

For now, there's no option to add or have an item detail line in the bank feed. Since the downloaded data in QuickBooks Online depends on what your bank shares with us, you can add the Show bank details option instead. This will help pull up the transaction information so you'll know what the expenses are for. Please note that this will be displayed in the Description column.

 

Here's how:

 

  1. Click the Banking page.
  2. Choose the For Review tab.
  3. Click the small gear icon.
  4. Checkmark the Show bank details box.
  5. Click anywhere on the page to save the changes.

 

You can refer to this article to view detailed steps on how you can review downloaded bank and credit card transactions by matching or adding them to QBO to avoid duplicate entries: Categorize and match online bank transactions in QuickBooks Online.

 

You're always welcome to comment below if you have other concerns about utilizing the Banking page in QBO. I'm just around to help. Take care always.

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