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June 16, 2019
Question

Invoices and Received Payments, I would like to see the banking payment description. The Banking Payment Description includes the payment Reference.

  • June 16, 2019
  • 1 reply
  • 9 views
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1 reply

JessT
Moderator
June 16, 2019

We have a way to see the bank details, Mushtaq-Saleem.

 

If your bank account is connected to QuickBooks, you can add the Bank Details column on the Banking page. That way, you'll see the description of your transactions. The may include the reference numbers. but this depends on the data we received from your bank.

 

 

If your account is not connected, you can download your bank statement to see the reference numbers of your transactions. Then, you can add them as memo on your on your transactions in QuickBooks.  Please note that the data you see on your statement are from your bank.

 

If you have more questions, feel free to add comment below.