after disconnecting and reconnecting we lost in memo prior we disconnecting we had reviewed the transaction after disconnecting we no longer have this card in data

there was a system-wide problem within QBO that disabled users with “Accountant” access to view/update the data coming from their client’s Banking Portals. We were not made aware of this issue, so when we lost visibility into  data on QB we disconnected and reconnected the account to the QBO Banking Portal. Ultimately, we’ve gotten the connection back up and running and have visibility 

 

The Problem: Prior to disconnecting, when we reviewed the banking portal for  transactions the “MEMO/Description” field was populated with which user had initiated the transaction. Since reconnecting , we no longer have this user data in QBO

New_Microsoft_Word_Document_(3).docx

Answer

Hi, sgs.

I appreciate the screenshot you’ve provided.

Let’s first check if this has something to do with your browser by running QuickBooks on a private window. Here’s how:

  • For Chrome, press Ctrl + Shift + N.
  • For Internet Explorer or Firefox, press Ctrl + Shift + P.
  • For Safari, hold down Command + Shift + N.

If they show up in this window, you can clear your browser’s cache or switch to a different one. Though if the same issue continues, I’d recommend contacting our support team. They have extra tools that will help you investigate and fix the issue. Here’s how to reach them:

  1. Visit this link: https://help.quickbooks.intuit.com/en/contact.
  2. Select a main and a sub topic.
  3. Scroll down and click Send Email.

Visit us again if you have other questions about QuickBooks.


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IntuitMikiD , Community Support Specialist
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