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bobleilich
Level 2
posted
Monday
last updated ‎November 11, 2024 9:49 AM

Quickbooks Online is dropping all 4 digit numbers I've assigned to transaction descriptions following a "received" transaction. Digits were there when I first imported

Sample below shows what happened after "payment" 09/29/2024 6489 McDonalds F6355 Rule $268.50 6489 United Supermarket 507 Rule $26.84 6489 United Supermarket 507 Rule $88.86 7991 Jita Printing Rule $1,158.72 7991 The Webstaurant Store Inc Rule $123.56 7991 Zoom.Us [Removed] Rule $16.85 8439Payment Payment - Thank You $4,588.13 Amazon Rule $186.60 Amazon Rule $8.65 Amazon Rule $60.82 Amazon Rule $29.95 Amazon Rule $26.22 These and 100+ transactions that followed had assigned 4 digits stripped from the "description" column.

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1 Comment 1
JamaicaA
QuickBooks Team
QuickBooks Team
Monday

Quickbooks Online is dropping all 4 digit numbers I've assigned to transaction descriptions following a "received" transaction. Digits were there when I first imported

Thank you for elaborating on your concern regarding the absence of the 4-digit numbers following a received transaction, bobleilich.

 

QuickBooks Online depends on the bank's data to populate the description of your transactions. This indicates that your financial institution determines how the information is sent and received by QuickBooks. Thus, it displays the exact information when syncing entries.

 

As a workaround, manually upload transactions using a CSV file that your bank provides. This allows you to bypass any limitations and guarantee precise transaction descriptions in QuickBooks Online. Make sure to review the file format and size before doing so.

 

If interested in exploring this option, check out this guide to ensure the accuracy of the data shown in the program and prevent duplicates: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Once completed, refer to these resources to match and balance accounts:

 

 

Comment down below for more inquiries about bank feeds or display matters. I'm always ready to help you.

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