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scotley
Level 2

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

 
8 Comments
Rose-A
Moderator

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

Hello, scotley.

 

I'd be glad to help you show the information on the memo box. Let's get started. If you enter the information on the Memo box at the top, this will be visible on the register.

 

However, if you entered the information on the Memo below, you'll see this when you open the transaction. See sample screenshots below.

 

z.PNG

 

 

I've also attached some articles you can use about how to match your transactions as well as other ways to categorize them in QuickBooks:

 

I'll be around here in the Community if you need more help with downloaded transactions. Just hit the reply below. Have a good one.

scotley
Level 2

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

Thank you for the response.  This is how I thought it should work, but it isn't.  The "memo 1" and "memo 2" are not populating when I go to the transaction in my account register and open it up.  There is nothing there.  See my screenshots.

ReyJohn_D
Moderator

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

Thank you for getting back to us, @scotley.


You can try running the Verify and Rebuild tool. This helps detect any issues in your company file and corrects them. 

 

Beforehand, create a backup copy of your QuickBooks company file: Create Back up Copy.

 

To verify data:

 

  1.  Select Window then Close All.
  2.  Choose File then Utilities
  3.  Click on Verify Data.

 

If the tool detects an issue, rebuild the file by following these steps:

      1.From the File menu, choose Utilities and select Rebuild Data.
      2.Select OK in QuickBooks Information window and wait for the tool to repair your file.
      3.Once done, click on OK.

If you get the same issue, I suggest contacting our QuickBooks Technical Support Team. They have the tools to help check the root cause of this issue.

 

Here's how to reach them:

 

  1. Go to this link https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop and click Continue as a guest.
  3. Choose the version of QuickBooks you're using.
  4. Select a topic.
  5. Click on Start a Message.

 

Also, I’ve included an article about reconciling transactions: Reconcile Transaction.

 

Feel free to post for any questions you have. I’ll be here to help. Have an awesome day ahead!

Phishincruisin
Level 1

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

I have the same problem.  Memo1 and Memo2, as shown in your example, don't come through.  I just spent several hours going through my bank feeds for the year just to find that all this data disappeared.

I tried the verify and rebuild and everything with my company file was fine.

@scotleydid you ever get a resolution to this?  It is incredibly frustrating.

AlexV
QuickBooks Team

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

Thanks for joining us here, Phishincruisin.

 

The item memos will show up in the target accounts, while transaction memos will show up in the source account. The register will only show the memo of the transaction (source) not the item memos (targets).

 

Additionally, it's best to reach out to our Customer Support Team so they can check this further since you already rebuild your company file. 

  1. Go to the Help menu and select QuickBooks Desktop Help.
  2. Click Contact us and enter "Add More Details" in the Tell us more about your question field.
  3. Choose either Call Us or Message Us.

Check this link to learn more on how to handle bank transactions: Bank Feeds for QuickBooks Desktop.

 

Keep your posts coming if you need anything else. Have a great day!

Phishincruisin
Level 1

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

Actually, the item memos don't show up in the target accounts.  That's why I'm here trying to figure this out.  It works correctly when I enter the charges through "Enter Credit Card Charges" and does not work through the Bank Feeds process.

Phishincruisin
Level 1

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

I just spent over an hour on the phone with tech support for no resolution.  My tech support guy was informed that this lack of functionality is a product limitation.  In other words, this is not a bug, and the process shown above in reference to Memo1 and Memo2 is not actually how Quickbooks works.  Both me and the tech support guy believe that the person that told him that is was a product limitation is incorrect since it is clearly outlined in this thread and this function is a basic function of Quickbooks. 

 

That said, how do we go about getting this fixed????  How do I escalate this issue up the ladder?

MaryLurleenM
Moderator

When I download transactions and select "Add More Details", if I enter anything in the memo box to split expenses, why does the info not come through on the transaction?

Thank you for the information, Phishincruisin.

 

If you've done the troubleshooting above and got the same error, I recommend reaching out to our support again. They will be able to create an investigation as to why this is happening. They can escalate this to our product engineers to further check.

  1. Go to the Help menu and select QuickBooks Desktop Help.
  2. Click Contact us and enter "Add More Details" in the Tell us more about your question field.
  3. Choose either Call Us or Message Us.

If you have other questions, please leave a comment below. I'm always here to help.

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