How do the card holders edit the memo section that is imported into QBs?
When I imported an approved report into QBs, the memo section was a mess. This area need to be used in a specific way for our company. How do the individual card holders edit this area? And why is the name of the card holder no where in the cc ledger on QB's? More information that I need. Can anyone help? Thanks.
Answers
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@SuzanneK With QuickBooks Desktop we export the report URL to the memo field and this it's not customizable. We export credit card transactions to the vendor, Credit Card Misc or the merchant name, if it exists as a vendor.
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"to the vendor" So if the vendor on the charge is in my vendor list, it will import? where will I see this? In the "purchased from" line on the check view?
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@SuzanneK If the vendor in your vendor list is an exact match to the merchant name, when you export non-reimbursable credit card charges, that vendor will go in the 'Purchased from' field.
