Hello there, @shiner.
QuickBooks will depend on the information shared by your financial institution. With this, you can manually enter the memo when matching bank transactions.
We can also create a bank rule for the transactions that have a memo. I'll guide you how:
- Go to the Banking menu.
- Select Bank Feeds, and then Bank Feeds Center.
- Click Rules, and then select the Manage Rules drop-down arrow.
- Select Add new.
- Enter a Rule Name, then select if it's Money In or Money Out.
- Add Conditions and if the rule is for Any or All of the conditions for a memo.
- If your class tracking is enabled, add values for Payee, Account, and Class.
- Add the conditions for the rule, then select Save.
I have a link here where you can find articles about managing bank feeds and reconciling your accounts in QBDT: Banking.
If you need more help regarding other tasks in QuickBooks Desktop, you can check our articles here. Ensure the topic is set as "QuickBooks Desktop."
Stay in touch with us if you have other questions. I'm more than happy to help. Take care!
