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Thanks for getting back to us, @billsw222.
Since the issue persists after following the steps shared by my colleague above, I highly suggest contacting our Phone Support team. They have tools that can pull up your account in a secure environment and check the cause of this odd behavior. They can also perform other troubleshooting steps to fix this for you.
Here's how to reach them:
Just in case, I'll add this article that tackles managing bank transactions in QBO: Categorize and match online bank transactions.
Please let me know how the call goes or if you have any other issues. I'll be more than willing to assist. Have a good one!
It seriously is not that hard to understand what we want here - not sure why these support people can't understand that. I am searching for the same answer to this problem
Hahahaha - yes - it is annoying - I have no idea who "Business Torres" is....but that is the description in my bank Transaction. Seriously?
So after reading all of the frustrations here....I have figured this out. basically there is NO WAY to change the Transaction Description....
Basically the Bank or CC company can name a transaction ANYTHING that they want - or that is convenient - then basically we all need to live with it. For me they named a transaction "Business Torres" which means nothing to me....and so I have to open it up and look at the memo. It is correct in the Register....but in the Transaction Description that I all look at everyday....and download for for taxes and auditing - if I ever need to explain to IRS....I am stuck with telling them who "Business Torres" is.
Sounds weird and I am sure IRS will fully understand......
When QBO downloads transactions through our marketing company, it decides to label it as "Walmart", and accounts the charges to "office supplies", for literally no reason whatsoever. I have been going in to add, and the only way I have had success is creating a split transaction to add on the correct vendor and put the money in that line but it is time consuming and confusing. I hope that this will be fixed soon!
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 :
Here's how to manually upload your file:
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!
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