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peter22
Level 1

Why does changing the payee change the payee for all entries?

 
1 Comment 1
JamesM
QuickBooks Team

Why does changing the payee change the payee for all entries?

Hi peter22,

 

Thanks for contacting us about this. I'd be happy to assist you with your QuickBooks Online account.

 

First, I recommend checking to see if you've set up a bank rule for this. This will help us determine if the transaction was automatically memorized or categorized. Here’s how:

  1.     Click Banking, then go to Banking at the top.
  2.     Select the dropdown menu right next to Update.
  3.     Choose Manage Rules.
  4.     If you have set up rules change it by clicking Edit under Actions.       

If you don’t have any bank rules you can try to use a different browser to see if the payees still replicate. For more info on bank rules, I encourage you to check out this article: How to set and use banking rules for downloaded transactions. If the issue persists, I encourage you to contact our Customer Support Team using this link. Feel free to ask questions. I'm here to help. :) 

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