I appreciate you posting your concern here in the forum, Peter M2.
I have the details you need to overcome issues when categorizing bank transactions in QuickBooks Online.
Beforehand, are your transactions downloaded automatically or uploaded manually in the system? The details available when manually importing transactions are only the date, description, and amount. It can explain why you cannot see information under memos.
On the other hand, let's check if the issues when modifying details on your entries were related to a corrupted cache file. It usually causes unusual behaviors when navigating the program.
Here are the different keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: β + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
On the other hand, you might want to scan these resources for guidance on reviewing your transactions and preventing unexpected changes within your books:
We're just a click away if you have additional questions when categorizing your transactions or other related concerns in QuickBooks Online.
