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barb15
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 March 16, 2020

Best Answers
Kristine Mae
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

7 Comments
Kristine Mae
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

Clayco
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....

 

 

 

Clayco
Level 1

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

found it.... thank you

 

srconnor
Level 1

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

Thanks Kristine that worked for me, however is there a way to get memo detail on already downloaded transactions? This stopped working a few months ago and I have no historical detail.

ShiellaGraceA
QuickBooks Team

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

Thanks for joining us today, @srconnor.

 

Let me share some information about the memo detail in your bank transactions. Since QuickBooks bank data is dependent on what your bank has provided, you'll want to get in touch with your bank institution.

 

After contacting, you'll be able to re-download those transactions with no memo in it. This way, the memo details will also be saved in your bank register. Need more details about importing? Check this guide: Manually upload transactions into QuickBooks Online.

 

If you need help with other bank tasks, click this link to go to our general payroll topics with articles. 

 

I can still offer my help if you have question with QuickBooks or you bank transactions. Just drop them in the reply section below and I'll be there for you. Have a lovely weekend.

 

 

 

 

 

cjbsubsea
Level 1

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

My bank provides the vendor information in the description field of each expense transaction, and I can see that data when I open up a transaction.  However, I would like to see that data on the "Expense Transaction" lister that is displayed when I look at all my expenses for the month.  When I go to the Gear icon to add that field to the report, it is not there as an option.

 

What do I need to do to get that field added as an option for reporting?

Angelyn_T
QuickBooks Team

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

Hi, @cjbsubsea.

 

You can open the Transaction List by Vendor report to get the information you need. I'll show you how.

 

  1. Open your QuickBooks Online (QBO) account, then click on Reports at the left pane.
  2. Tap the Transaction List by Vendor under Expenses and vendors.a27 1.PNG
  3. Filter the date of the report, then add the Memo/Description field from the small gear icon.a27 2.PNG
  4. You can also customize the type of transaction you want to display from the Customize tab.
  5. Hit Run report to refresh the page.

 

From there, you'll be able to see the bank details under the Memo/Description field.

a27 4.PNG

a27 8.PNG

For additional hints about managing your reports in QBO, you can open this article: Run reports in QuickBooks Online.

 

On the other hand, you can also check out the details from this link to learn more about handling banking transactions in QBO: Find help with bank feeds and reconciling accounts.

 

If you have any other questions about your reports and banking transactions, please notify me by adding a comment below. I'm more than happy to help. Have a good one!

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