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Is it possible to show invoice numbers in die description column when importing csv bank transactions?

 
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QuickBooks Team

Is it possible to show invoice numbers in die description column when importing csv bank transactions?

Hi there, @belinda3.

 

Yes, you can put the invoice number in the Description column. It should be like this format "Inv no. 1098." If this is more than that, there's a possibility that the complete details in the description will not show under the For review tab on the Banking page. 

 

I've added a screenshot to show the difference before and after it was uploaded to QuickBooks:

 

 

You should not worry if your bank transactions will not categorized properly. QuickBooks will find any potential matches within the system and will put a notification in the bank transaction that there's a similar transaction found. To know more about it, you can check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

You may consider visiting this article when you're ready to assess your business financials: How to Reconcile an Account in QuickBooks Online.

 

Please feel free to leave a comment below. I'd be happy to answer them for you. Take care.