The option to get the details from the Downloaded as section to populate in the Memo field is currently unavailabe in QuickBooks Desktop (QBDT), Ann.
Also, copying and pasting information from the Downloaded as label is not possible as it is copy-disabled.
QuickBooks is dependent on the details provided by your bank. For now, you'll have to manually enter this information into the Memo field. I recommend submitting this as a feature request to our product development team so that our engineers can consider it.
Here’s how you can do that:
- Open your QBDT account. Then, choose the Help option in the upper right part.
- Click the Send Feedback Online option.
- Select Product Suggestion. A pop-up window displays.
- Click on the drop-down for Type of Feedback and select Product Suggestion.
- Choose the Product Area. Then, enter your thoughts and suggestions.
- Once done, click Send Feedback.
Once you're ready to categorize your transactions, you can use this article as a guideline: Create rules to categorize transactions in QuickBooks Desktop.
After categorizing, you can reconcile your accounts to ensure they match your bank and credit card statements. For more information, visit this resource: Reconcile an account in QuickBooks Desktop.
I'm always here to help if you have additional questions regarding the bank feed memo. Just click the Reply button to enter your response, and I'll get back to you right away.
