PreciousB
Moderator

Transactions

Thanks for coming to the Community, erick.futuretale.

 

When using the matching feature, the memo from the bank transaction won't automatically show on the transaction that is saved in QuickBooks Online.

 

The program will retain the detail on the transaction that was manually created in the program. However, when using the Add transaction feature, the memo detail is automatically copied.

 

As a workaround, you can copy the memo and paste it to the transaction in QuickBooks. I'll show you how:

  1. Go to the Banking menu on the left.
  2. Click the transaction and copy the memo.
  3. Hit the magnifying glass icon and search the matched transaction.
  4. Open the transaction and paste the message in the Memo box.
  5. Click Save.

Let me know if there's anything else I can do for you. I'm always here if you have other questions in QuickBooks.​