Trish_T
QuickBooks Team

Banking & Currency

Hi scheyne-whistler,

 

Welcome back!  Your banking is a vital part of your business and it's important that your past transactions are recorded accurately.  I'd be glad to assist you with meeting your QuickBooks Online banking goal!

 

Here's how to to edit the description on previous transactions:

 

1. Open Banking or Transactions from the left navigation bar

2. Select the Account and then open the Categorized tab

3. Check all transactions that you'd like to change the description for and then hit Undo

4. The transactions are now in the For Review tab and you can proceed to edit the description

Note:  If your transactions will have the same categorization, you may find it easier to create a bank rule, so you can perform the action in a batch.  This will also automatically be applied to future transactions and save a significant amount of time.

 

If you have any other questions, please reach back out.  We're here for you!