ChristineJoieR
QuickBooks Team

Banking

Thanks for bringing this information to the Community page, @Dave226. I'll share tips on to import the complete description of your banking transactions in QuickBooks Online.

 

I wonder why how it goes like this. If your banking transaction is based on your bank description, this should flow the same information on the banking section. 

 

On the other hand, I want to make sure the columns are added on your banking screen to show all the bank details. Let's see if you added it by ticking the box from the Gear icon under the Banking section.

 

Here's how:

 

  1. From the Banking screen, navigate to the Gear icon.
  2. Looking at the column section, tick the Show Bank Details box.

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If the banking details still aren't showing, I recommend uploading the transactions manually through a CSV file. Then update the banking descriptions or memo before uploading the file in QuickBooks Online.

 

Here's how:

 

  1. Go to the Banking tab on the left pane.
  2. Select Upload transactions.
  3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into Then select Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  6. Select the transactions you would like to import. Then select Continue.
  7. Select Yes.
  8. When you accept your transactions, click Done.

 

You can also refer to this page for the complete instructions on uploading your banking transactions: Manually upload transactions into QuickBooks Online.

 

Then again, we can exclude the banking transaction and upload the specific transaction manually to your QuickBooks Online account. 

 

There you have it, @Dave226. I'm glad to have you today.