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L
lindak1119
Level 7
January 3, 2019
Question

Can I change the description has wrong information and does not allow me to change it. How an I change the description in QB?

  • January 3, 2019
  • 31 replies
  • 66 views
No text available

    31 replies

    D
    David-212915
    Level 5
    January 3, 2019

    Hello bishopmaybelline,

     

    Welcome to the Community. I'm here to lend a hand with changing the description so that it has the correct information. 

     

    So that I'm on the same page, are you referring to changing the description on a sales transaction, such as an invoice? If so, here's how you can change it:

     

    1. Open up the transaction.
    2. Click within the DESCRIPTION field.
    3. Enter in the correct information.
    4. Click Save. 

     

    I've included a brief video to serve as a reference:

     

     

    Additionally, I recommend the following article which includes how to change the default information for products and services:  Add Product Information.

     

    Please let me know if you should have any questions on this or anything else. Take care. 
     

    M
    mkashlak
    February 23, 2019

    Is there any way to make this change permanent to the product, I make changes to my product/services at the invoice level and would like to have the option to save it to the database.  

    D
    DebSheenD
    Level 5
    March 8, 2024

    The description is wrong in the bank transactions list - how can I change it?  I think its picked up certain words in the address and assumes thats the name of the company so it says 'Southwest Airlines' when it should read 20i


    Hello there, @Viv11. I'm here to share some information about changing the description of your bank transaction in QuickBooks Online (QBO).

     

    I understand the importance of editing the description of your bank transaction. However, this option is unavailable. For that reason, QBO will depend on the transaction shared from your bank to QuickBooks.


    If you want to change the description, we can exclude the transaction and manually upload it using a CSV file and do the changes. Here's how:

     

    Here's how to exclude :
     

    1. Go to Banking.
    2. Select the For Review tab
    3. Choose a Transactionss
    4. Select the checkbox of the transaction(s) to exclude.
    5. Click Exclude.
       

    Here's how to manually upload your file:

     

    1. Go to Transaction, then select the Banking transactions.
    2. Click the drop-down arrow beside the Link account.
    3. Choose Upload from file.
    4. Browse for the file you've downloaded, then click Next.
    5. Follow the prompts to map and import your file successfully.

     

    After importing the missing transactions, you can start categorising and matching them.

     

    Additionally, if you're ready, you can reconcile your bank to ensure your books are accurate and all accounted for. If you need help with the process, you can visit this article: Reconcile an account in QuickBooks Online.

     

    You can always get back to me here if you have any other questions about your bank transaction. I'll be around to lend a hand. Keep safe!

    G
    gable
    January 6, 2020

    The solutions presented here do not match my on screen options. I am trying to enter an expense which is filled out just fine except for the main entry line where "Description" is "Groupon" (which we have never used) and I cannot change it. There is no field for "Description" when I click on the line to expand the entry. 

     

    What do I do?

     

    Thank you.

    Tori B
    Tori BQuickBooks Team
    QuickBooks Team
    January 6, 2020

    Hey there, @gable.

     

    I'm happy to assist you with updating the description and get you back to business today.

     

    May I know which Online product you are currently using (Self-employed, Plus, Simple Start..ect)? By knowing the exact product, I can provide you the correct steps. Also, could you provide screenshots so I can get a better visual of what's going on?

     

    You can contact support for more help as well, as they have tools that can further assist in this issue.

     

    To contact support:

     

    1. Sign in to your QuickBooks Online company.
    2. Select Help (?) at the top right.
    3. Choose Contact Us to connect with a live support agent.

    I will keep an eye out for your reply. Thank you, take care!

    B
    Blessedtee1
    February 7, 2020

    I have the same question I want to change the description of Bank registered entry how do you do that 

    C
    Crow
    August 6, 2020

    I have the exact same issue, when I open up a transaction in the register and try to edit it, I can make changes in every field except the description, which is frustrating 

    BettyJaneB
    BettyJaneB
    Level 9
    August 6, 2020

    Thanks for joining us here in the Community, @Crow.

     

    I'd like to ensure that we're on the same page so I can get this issue sorted out.

     

    I want to ask if you've received an error message when trying to edit the description/memo field for your transactions in the bank register? Any further details or screenshots with this concern would be a great help for me to narrow down this matter.

     

    Please get back to me with more information, and we'll take it from there. I'll be keeping an eye out for your response on this. Take care!

     

    W
    WinnLawPC
    August 6, 2020

    There's no way to click on the description and get a text box. No clue how to edit incorrect entries

    JessT
    JessTModerator
    Moderator
    August 7, 2020

    I'll relay your thank-you message to Lurleen, WinnLawPC. I'd like to shed light on this.

     

    I think the description in the register your mean is the Memo field of each transaction. By the way, that's the memo of the entire transaction, and yes, it's the same memo you see on the Expense Transaction page. However, anything you put in there will not reflect into the Description of the line items if this is your goal. If you can notice on an expense transaction, the Memo field is separate from the item descriptions.

     

    The screenshots below show the memo of an expense transaction on different pages. 

     

     

    Feel free to go back to this thread if you need more assistance in updating your transaction descriptions or memos.

    W
    WinnLawPC
    August 7, 2020

    OK, so in essence, if you edit the transactions in the register to say what you want them to, it will be reflected in "expenses" but not in the categorized "transactions" page? Is that correct? That's what happened when I changed the memo and description for my transactions. Thank you for your reply.

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