Let's get this sorted out, @grantcdonald.
You'll want to make sure that the added transactions have information on the Memo field. This way, the Description/Memo details will show on the Transaction List by Date report.
To verify, let's go to the Banking page and review each transaction. Here's how:
- Click Banking/Transactions from the left menu.
- Select the appropriate bank account.
- Go to the Categorized tab.
- Find and choose those added transactions.
- Then, verify if the Memo section has information.
Please know that the information entered on the Memo field (for added bank transactions) will only show under the Description/Memo column on a transaction report. Thus, the bank description won't appear on the report.
If you need some guidance customising reports in the future, you can read through this article: Customise reports in QuickBooks Online.
I'm still open to your replies if you need further assistance running reports in QuickBooks Online. Have a great day ahead!
