Can I change the customer's name that is under the description column under Banking back to what the bank describes the deposit as and remove the customer's name?

Under Banking - For Review I have deposits that have come through from my bank. Unfortunately when the transaction is matched to an invoice or slaes receipt and then goes to "In QuickBooks" under the Description column QuickBooks Online has removed the description the bank used (and is what I want the description to stay as) and put in one of our customer's names. How can I revert back to the bank description?

Answer

2 people found this helpful

A better way to work with qbo and customers is to enter the invoice, when you are paid, enter the customer payment and then match the bank feed to the current payment or deposit.

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Lynda , Owner of Artesani Bookkeeping
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