cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
Mandyrob1209
Level 1
posted
‎December 16, 2022 11:34 AM
last updated ‎December 16, 2022 11:34 AM

Change Banking Transaction

I am trying to review my transactions that were brought over from the bank.  In the description, it has any type non on multiple transactions that are from different vendors.  When I change one, it automatically changes every one that has any type non.  Is there a way that I can change each one individually without it automatically updating every transaction with any type non in the description?

Reply
3 Comments 3
GlinetteC
Moderator
Moderator
‎December 16, 2022 01:25 PM

Change Banking Transaction

I'll help you handle your bank transactions concern, Mandyrob1209.

 

You can only change a Description within the transaction page. If you mean changing the account, you can click the dropdown menu and select the appropriate account.

 

If you mean the Description from the Banking page, QuickBooks only depends on the data transferred from your financial institution. You may want to contact them to see if they have options for changing the description transmitted to us.

 

Once everything is in order, check this guide that will assist you with matching your QuickBooks accounts and bank statements: Reconcile an account in QuickBooks Online.

 

I look forward to your reply about this matter. I want to ensure your bank issues issue is taken care of.

Reply
Mandyrob1209
Level 1
‎December 16, 2022 03:20 PM

Change Banking Transaction

So my problem is, if I fix one, it changes everything that has any type non in the description and I can't fix these transactions to the correct account.

Reply
AileneA
Moderator
Moderator
‎December 16, 2022 05:03 PM

Change Banking Transaction

Hello, Mandyrob1209. 

 

Thank you for getting back to us. I recommend contacting our Support Team. This way, an agent can review your account in a secure environment and investigate this further.  

 

 

  1. In your QBO account, go to the Help (?) menu at the top.
  2. Select Contact Us.
  3. Type in a brief description of your concern and select Chat to a human.
  4. Then tap Start a chat. 

 

To ensure you'll be assisted immediately, please check this article for the support time availability. How and when can I contact Support? 

  

Also, QuickBooks offers self-help articles that will guide you to finish your tasks in no time. To start browsing, go to our QuickBooks help page at this link. 

 

Know that I'm just a few clicks away if there's anything else you need assistance with QuickBooks. I'll ensure you're all set. Have a good one!

Reply