Let's get this working so the details in the memo field will appear in the bank transaction, SPSPSP. I mark-checked the "Copy bank detail to memo" option to test it out, and I noticed that the bank details were automatically added to the Memo section once the transaction was added to the bank register. It's possible that there's an issue with your browser, which may be preventing the memo details from being successfully copied to the added transaction. Have you attempted to use a different browser to see if that resolves the issue? Additionally, you may want to switch to an incognito or private session to see if that helps. If not, use these keyboard shortcuts to start an incognito or private browsing session: Ctrl + Shift + N for Google Chrome Ctrl + Shift + P for Firefox Control + Option +P if you're using Safari Ctrl + Shift + P for Microsoft Edge After logging back in, please navigate to the Banking page and verify if the bank details are being saved in the Memo fields. Return to the regular browsing session and delete your temporary internet files if they show up. Here's an article as a guide: Clear Cache And Cookies To Fix Issues Using QuickBooks Online. Or you can use a different browser for a better browser experience. I wanted to share some articles that I found helpful when managing my banking transactions. They cover various topics, from matching, categorizing, and reconciling the transactions. Unmatch Downloaded Bank Transactions or Move Them to Another Account Undo or Remove Transactions From Reconciliations in QuickBooks Online Please let me know if you are still experiencing any issues. I am here to assist you in any way I can. Have a great day!

Question

Why the first part of CC payment detail which contain vendor information does not copied to Memo despite having already mark the box Copy bank detail to memo

Forum|Forum|2 years ago
August 29, 2023
1 reply
4 views

No text available

QuickBooks Online

A

AileneA

Moderator

Let's get this working so the details in the memo field will appear in the bank transaction, SPSPSP.

I mark-checked the "Copy bank detail to memo" option to test it out, and I noticed that the bank details were automatically added to the Memo section once the transaction was added to the bank register.

It's possible that there's an issue with your browser, which may be preventing the memo details from being successfully copied to the added transaction. Have you attempted to use a different browser to see if that resolves the issue? Additionally, you may want to switch to an incognito or private session to see if that helps.

If not, use these keyboard shortcuts to start an incognito or private browsing session:

Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox
Control + Option +P if you're using Safari
Ctrl + Shift + P for Microsoft Edge

After logging back in, please navigate to the Banking page and verify if the bank details are being saved in the Memo fields.

Return to the regular browsing session and delete your temporary internet files if they show up. Here's an article as a guide: Clear Cache And Cookies To Fix Issues Using QuickBooks Online. Or you can use a different browser for a better browser experience.

I wanted to share some articles that I found helpful when managing my banking transactions. They cover various topics, from matching, categorizing, and reconciling the transactions.

Please let me know if you are still experiencing any issues. I am here to assist you in any way I can. Have a great day!

N

NancyP1

Please stop trying to blame the users............this is a problem with quickbooks!! It needs to be fixed ASAP!!

K

Kurt_M

QuickBooks Team

Hi there, @NancyP1.

We recognize the urgency of this matter and want to ensure this gets sorted out as soon as possible. If you've already tried the recommendation provided by our colleague and the issue persists, it's best to contact our Customer Care Team so they can access your account in a secure environment to conduct further investigation to determine the root cause of why it occurs. Know that this isn't the experience we'd want you to have when using QuickBooks. We'll write down the steps to get you going:

Sign in to your QuickBooks Online company.
Select Help (?).
Select either tab to get started:

Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

See this page for more details: QuickBooks Online Support.

In addition, here are some articles to help you manage bank transactions, reconcile an account, and ensure your data stays accurate:

We're always willing to provide further assistance to ensure this is resolved. NancyP1. You can also post here again if you have any additional questions related to the program. Rest assured. We've got you covered. Stay safe!

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