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D
Desert_Ranger
December 19, 2025
Question

Removing the change memo "feature" as default on bank rules, QuickBooks Online

  • December 19, 2025
  • 1 reply
  • 6 views

I'm almost certain I've seen someone creating bank rules in QuickBooks Online that by default do not feature having the memo from the current transaction.

For the life of me, I cannot figure one reason I would want all future bank memos to be what is currently on the one I'm creating a rule for, but here we are. Yes, if I delete the text it goes away and keeps the original memo, but is there a way to make it no longer an option? I make sometimes hundreds of rules every day and not having to delete the text every time would be a huge time saver.😅 Thank you!

1 reply

J
Jayson_EQuickBooks Team
QuickBooks Team
December 19, 2025

Hi there, Desert_Ranger.

 

We understand how manually deleting the text in the Replace bank memo field can affect your workflow. However, the option to delete or remove that field when creating bank rules is currently unavailable.

 

Your insights on this matter are highly valuable, and we encourage you to share your thoughts and suggestions directly with our product development team. Your input is essential to improving QuickBooks and addressing challenges like this in future updates.

 

Here's how you can submit them:

 

  1. In the upper right corner, click on the Gear icon.
  2. Select Feedback.
  3. Type your suggestion and click Next.

 

Please feel free to comment below if you have other concerns or questions.

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