Banking
Editing the transactions to add customer names or payees by hand can take extra time and effort, David. I can share another way to help you enter data with ease.
Please know that migrating the names to the bank register in QuickBooks Online is unavailable. In this case, you can manually enter those data for each transaction.
Moreover, you may consider looking for a third-party application that allows you to add the names in bulk to the Bank feed. By doing so, we can alleviate the process through this method. Follow the steps below to proceed:
- Sign in to your QBO account.
- Go to the Apps menu, then select Find Apps (Take me there).
- Start your search from there.
Furthermore, I recommend submitting a request to our developers. They will review and may consider implementing it based on users' suggestions. I'll show you how:
- Go to the Gear icon at the top.
- Under the Profile column, select Feedback.
- Share your recommendation with the product, then click Next.
Stay updated on our recent developments by visiting our website or blog.
Feel free to run through these resources to learn more about how data are imported:
- Move your QuickBooks Desktop file to QuickBooks Online
- Learn how features and data move from QuickBooks Desktop to QuickBooks Online
Save this link for your guide in navigating within the product: Getting Started With QuickBooks Online.
Kindly visit me here for other concerns when handling transactions. I'll be right here to assist you. Take care.
