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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
GlinetteC
Moderator

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Hello there, MVFramingandRemodel.

 

I acknowledge your effort in performing the steps in creating rules, and I also understand the importance of the ability to change the descriptions through the bank. I'm here to provide additional information about this matter.

 

For now, there isn't a way to modify the descriptions automatically made through your bank. I recommend contacting your bank to speak with a representative who can offer an alternative solution for changing the descriptions of your transactions.

 

On the other hand, when processing transactions from your bank in the future, ensure to include a memo or additional details. This will allow QBO to categorize or add them when you create rules automatically.

 

Furthermore, reconcile the account to ensure the accuracy and completeness of your financial records.

 

Let me know if you have further questions regarding descriptions of transactions and other related issues. I'll be here to assist.

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