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07-08-2024
09:20 PM
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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?
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