Erika_K
QuickBooks Team

Banking

I'm glad you resolved your concerns about the bank memo not populating, Affinity. I'll assist you further. 

 

Applying the feature Copy bank details to memos for categorized transactions isn't available. If you want to add details to the categorized ones, you can Undo them. I'll add an image for visual reference. 


 

Afterward, the transactions will return to the For review tab, and from there, you can proceed with the memo modification.  

 

Moreover, browse these resources to learn more about automatically categorizing transactions from your bank and how to ensure that it will always match your bank and credit card statements: 

 

 

I'm still all ears if you have additional questions about managing your bank feeds. I'll be here to lend a hand.