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February 1, 2020
Question

Just downloaded quickbooks and added and accounts. Transactions don't show payee. Why aren't they showing? Also, can I add categories that apply to my business? Thanks

  • February 1, 2020
  • 1 reply
  • 2 views
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1 reply

Level 9
February 2, 2020

Hello there, maggie-mccaffrey. I'm here to help and provide you information about your concern.

 

We'll have to make sure that the payee's name was already manually added in your book. Otherwise, you will not see them in the lists of the payee from the banking page. To do this, you can enter them as a customer or vendor depending on their role in your book. 
 

Here's how to add the name of the payee:

 

  • For the vendor, go to the Expenses on the left side and select the Vendors tab. Then, click the New vendor at the upper-right top corner. 
  • For the customer, go to Sales on the left panel and select the Customers tab. Then, click New Customer at the upper-right top corner.

 

About your second concern, yes, you can add your business account in the Category. Make sure you created an account first in the Chart of Accounts so you can see and be able to select it in the Category field.

 

Here are the steps that can surely walk you through the process:

  1. From the left panel, click Accounting.
  2. In the Chart of Accounts, click the New button at the upper-right corner.
  3. Select what type of account and detail as well as the name of your business account.


Post again if you have more questions. I'd love to help further and get the things you want in your book. Have a great day! Take care!