My "Payee" info isn't pulling over from Bank of America anymore (for any bill pay checks that we write). This has never been in issue before (in over 2 years)? What's up?

Thanks for alerting me about this concern, @matt6.

When you’re busy managing a business, the last thing you should have to worry about is missing information from your downloaded bank transactions. Let’s fix this and get it updated.

Are you not seeing the Payee information in the For Review tab? If so, are all the downloaded transactions affected with it or just a few? This will help me narrow down the cause of this issue and provide a permanent resolution for you.

Please be advised that the information posted on your QuickBooks account depends on what your bank or financial institution shares with us. And on how they are initially displayed on your bank’s website. To check, kindly log in to your bank’s website and verify how your transactions are posted. There may also be a setting you’d need to check with them so the payee names will be included on the downloaded data.

If there are changes on how your transactions are posted, I suggest contacting your bank’s dedicated customer service department. In case that there are no changes made on your bank’s end, please give us a quick call. A banking specialists can securely access your account and see what’s causing this to happened.

On the other hand, you can perform a manual update on your end to see if the payee information will be updated.

Here’s how:

1. Go to Banking.
2. Choose Banking.
3. Click Update.
4. Type in your Multi-Factor Authentication (MFA) credentials (Optional)
5. Select Continue Update.

You can also match those transactions to the ones you’ve manually recorded in the program using the date and amount reflected on it.

Here’s how:

1. Go to Banking.
2. Under For Review tab, click the transaction that has no payee information.
3. Click the Find Match radio button.
4. Filter the Match transactions field to easily find the checks you’ve created.
5. Click Save.

That should do it! You'll now see the vendor's name or the customer's name on the Payee column.

Kindly try the steps above and let me know how it goes. If you have follow-up questions about managing your downloaded bank transactions, don’t hesitate to reach out. I’m always here to help.

Were you ever able to resolve this issue?  

If so, what was the fix.

We are also having the same issue beginning around 10/2018 and all the way throughout 2019.  None of the check Payee info was carrying over into Quickbooks.  There were no banking rules set up that would have interfered with this.

Thanks!