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- Way to Auto-Fill Check Description from Client Bank Account?
Way to Auto-Fill Check Description from Client Bank Account?
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jeffreyeng
Level 3
12-27-2023
01:27 PM
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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?
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