I’m processing my first bank import and the Tran. Desc. field are atrociously long—nothing like my credit card imports.
Using the Auto Match rules will bring in all this data and truncate before the details that matter. Nothing in the rules lets you manipulate or override the Tran. Desc.
I wonder is a bank issue and are banks willing to work with what gets exported to the QBO file.
Have you experienced this? If yes, did you devise a solution to get the description you need while still benefiting from using the Auto Match feature?
I don’t have an app to edit the QBO file before importing, but manually manipulating the data takes away from the time saved by using Auto Match.
I look forward to hearing what others have done. Thank you!
