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Old 12-09-2017, 10:02 PM
cici235 cici235 is offline
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Location: Central Texas
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Importing multiple ACH transactions.

I asked this in another forum and received zero help. I thought I would try in the "Quickbooks Pro forum as well".

When I import my bank account data using a QBO file I often use the "Add Multiple" feature when importing transactions with recognized payees.

The problem is more ACH deposits are adding descriptions with a unique identifier along with the description. Below is an example. The only difference is the next day the deposit will be "L1202" for Dec 2, "L1203" for Dec 3,"L1204" for Dec 4 Etc.

"WorldPay BNKCRD DEP L1201 XXXXX0"

Is there any hope of finding a work around that would make it so I could auto import the 40-50 deposits that all similar to the example above.

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Old 12-14-2017, 12:31 PM
Lorin Browning Lorin Browning is offline
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Next place to try: Your bank or whatever the source is for the downloads.
Lorin Browning, Ph. D.
Fellow -- National Tax Practice Institute
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Old 12-21-2017, 09:07 PM
cici235 cici235 is offline
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Join Date: Apr 2013
Location: Central Texas
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Big Red consulting has a program called "OFX Cleaner". It cleans up
OFX, QFX, and QBO files and allows you to strip certain aspects of the file (like numbers).

Why Intuit does not allow one to simply limit the length of the file description for importing multiple transactions is beyond my comprehension. This tool would work so much better if they offered this option. Hope this helps someone else.
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Old 01-04-2018, 10:40 AM
qbsrox qbsrox is offline
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Location: Maryland
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Have you tried editing the bank rules? It works best in the newer interface vs. the original register mode. Or use the tool from Big Red Consulting - I use their tools and LOVE them.
Rox :-)

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