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Level 1

Why is the memo field empty in the transaction detail under banking? I am categorizing expenses, I can see the banking detail, but the details are not auto populated.

These memos are used to reconcile and are no longer auto populating.
1 Comment
QuickBooks Team

Why is the memo field empty in the transaction detail under banking? I am categorizing expenses, I can see the banking detail, but the details are not auto populated.

Welcome and thank you for adding a post here on the Community page, @deerra.

 

Let me share some insights about the transactions that are imported under the Banking page.

 

If the transaction under the For Review column is added in QuickBooks Online (QBO) this will copy the memo details. However, if it is matched to a transaction, the memo will be removed and will follow the created transaction within QBO.

 

I've added these screenshots for your visual reference.

c5 1.PNG c5 2.PNG c5 3.PNG c5 4.PNG

For additional reference about adding and matching transactions in QBO, feel free to read this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

Post again if you have any other QuickBooks or banking questions. I'm a few clicks away to help. Have a good day!

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