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Level 1

My quickbooks online expenses stopped auto-populating the memo field with the description field data.

This is an important feature, as it shows up in the register. Please advise how to turn this feature back on.
Solved
Best answer 03-16-2020

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QuickBooks Team

My quickbooks online expenses stopped auto-populating the memo field with the description field data.

It looks like you're referring to a downloaded transaction, Barb15.

 

It may be the Copy bank detail to memo option is accidentally unchecked. Let's go ahead and select this feature again. This way, the memo field will be auto-populated by the info of the description field.

 

Here's how:

  1. Click Banking, then go to the Banking tab.
  2. Go to the For Review tab.
  3. Above the ACTION column, click the Gear icon.
  4. Tick the Copy bank detail to memo box.

Once done, you can continue to assign, categorize, edit, and add your downloaded banking transactions

 

If you need something else, don't hesitate to keep in touch. 

View solution in original post

3 Comments
Highlighted
QuickBooks Team

My quickbooks online expenses stopped auto-populating the memo field with the description field data.

It looks like you're referring to a downloaded transaction, Barb15.

 

It may be the Copy bank detail to memo option is accidentally unchecked. Let's go ahead and select this feature again. This way, the memo field will be auto-populated by the info of the description field.

 

Here's how:

  1. Click Banking, then go to the Banking tab.
  2. Go to the For Review tab.
  3. Above the ACTION column, click the Gear icon.
  4. Tick the Copy bank detail to memo box.

Once done, you can continue to assign, categorize, edit, and add your downloaded banking transactions

 

If you need something else, don't hesitate to keep in touch. 

View solution in original post

Highlighted
Level 1

My quickbooks online expenses stopped auto-populating the memo field with the description field data.

There is no "copy bank detail to memo."  Please elaborate.  when i hit gear icon i see

your company,,,,lists,,,,,,,,tools,,,,,,,,,Profile....

 

 

 

Highlighted
Level 1

My quickbooks online expenses stopped auto-populating the memo field with the description field data.

found it.... thank you

 

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