Limited time. 50% OFF QuickBooks for 3 months.
Buy now & saveHi,
One of my client uses Chase and provides us with an accountant login to view their business bank accounts. I use the accountant login to export bank statements and the list of transactions into excel then import the excel transactions to QBs. I noticed that for the business payments made via check, the description on the checks won't show up on the excel file (see picture attached below). Is there a way to auto-fill the check descriptions from the bank statements?
Solved! Go to Solution.