jeffreyeng
Level 3

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?

 

 

0 Cheers