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September 18, 2024
Question

Bank transactions.

  • September 18, 2024
  • 1 reply
  • 2 views

Imported bank transactions not showing descriptions. It just shows the word "purchase" instead of the vendor, and which account the transaction occurred in.

1 reply

Level 5
September 18, 2024

Hi there Robpar45,

 

Thanks for reaching out about your bank transactions. QuickBooks Self-Employed is a great tool able to help you connect to your bank to import transactions. I can point you in the right direction for assistance with these transactions being imported with shortened descriptions.

 

For assistance with transactions being imported with incorrect descriptions, you'd need to reach out QuickBooks Self-employed support team by chat., as they'll be able to analyze the bank connection on the system to provide steps to resolve the error, as well as collect the necessary information to notify the engineers if the error persists.

 

If you have any other questions, feel free to reach out here.