Other Questions
Thanks for chiming in on this thread, mwloomiscpa.
I'd like to share some details about the downloaded transactions. Please note that we're unable to see the screenshot you've attached. If you've exported a CSV file from your bank's website and imported it into QuickBooks Online, we're unable to edit these transactions. The transaction details are only shared by your financial institution, and this is why editing it in QuickBooks is not an option.
What we can do is exclude the transactions that have incorrect descriptions in QuickBooks, and edit the CSV file you've downloaded. Once done, re-import the transactions back to your QuickBooks Online account.
To exclude the transactions in QuickBooks Online, you can follow these steps:
- Go to Transactions > Banking.
- In the For review tab, put a check mark on the duplicate transactions.
- Click the Exclude button.
Here's a sample screenshot for a visual reference:
After excluding these transactions, you can delete them in the Excluded section. For re-importing the transactions, you can check out the steps in this article: Manually upload transactions into QuickBooks Online. After re-importing the transactions with the correct description, you can start categorizing and matching them.
Furthermore, when you're ready to reconcile the account, feel free to watch the video tutorial in this link: Reconcile an account in QuickBooks Online.
If you have any additional questions about online banking or need help with other task in QuickBooks, please add the details on your reply. We'll be around to help you out again. Take care and stay safe.
