If you export your statements to Excel it can appear at times that some of the transaction description is missing from the excel file. This is generally due to local settings in Excel on your system but there is an extremely simple solution:

  • Select all Columns
  • Hit the 'Wrap Text' button

That's it! 

*** Please Note*** If you export to a format specific to QBO/Xero/Sage etc... do not alter the text before importing to your accounting package. They are already mapped specifically to each packages requirements and altering the layout can cause an error in the upload. 

Sometimes, depending on your Excel preferences, even opening the file before importing to your accounts package can cause an error too.
If this occurs: 

  • Download the file again
  • Do not open it!
  • Import directly to your accounts package.
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