Tax Explorer
Level 4

Hi,

To classify transactions from a business's bank statements, I typically use an accountant login or OCR software to export all deposits and withdrawals for the year as an Excel file then import the excel transactions to QBs. I noticed that for the business payments made via check, the description on the checks won't show up on the excel file (see picture attached below). Is there a way to auto-fill the check descriptions from the bank statements?Check Description not Shown (1).png

0 Cheers