Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Intuit Biz e-filing closure on December 21 at 6:00PM PST. Select your product for more Hot topics. Lacerte | ProConnect | ProSeries
Intuit Biz e-filing closure on December 21 at 6:00PM PST. Select your product for more Hot topics. Lacerte | ProConnect | ProSeries
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Industry Discussions
- :
- Practice Advice
- :
- Way to Auto-Fill Check Description from Client Bank Account?
Way to Auto-Fill Check Description from Client Bank Account?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Tax Explorer
Level 4
12-27-2023
01:27 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi,
One of my client uses Chase and provides us with an accountant login to view their business bank accounts. I use the accountant login to export bank statements and the list of transactions into excel to do the financials for my client. I noticed that for the business payments made via check, the description on the checks won't show up on the excel file. Is there a way to auto-fill the check descriptions from the bank statements?
Labels
