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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?

 
3 Comments
Highlighted
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.

Highlighted
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?

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.

Highlighted
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?

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!

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