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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.
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Best answer March 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

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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

 

Highlighted
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.

Highlighted
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.

 

 

 

 

 

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