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Catherine_B
QuickBooks Team

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I'm here to walk you through in changing your bank entry descriptions, Blessedtee.

 

Before anything else, I'd like to clarify if you're referring to changing the description of the transaction downloaded from your bank, or those that are in your register? 

 

QuickBooks will depend on the details your bank will provide to us. The option to change the description field in your bank feeds is unavailable. However, you can edit it once you've added them to your bank's register. This goes the same way with those transactions that were manually recorded in QuickBooks. Just reopen the transaction and change it from there. 

Bank 1.PNG

In addition, if you're referring to editing your Bank details by adding a Description to it, yes you can do that. Here's how: 

  1. Go to the Accounting menu and select Chart of Accounts
  2. Search or locate the bank you want to edit. 
  3. Under the ACTION column, click the drop-down arrow and select Edit
  4. Enter a Description and then click Save and Close.

bank 2.PNG

Feel free to get back to me if you need anythings else. Thanks!

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