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Community Explorer **

How do I remove associated Payee from Downloaded Payee?

When I "add multiple" in matched transactions after downloading bank transactions, it automatically adds a payee to certain transactions that I must have accidentally associated with generic "downloaded payees". I can't find the place to remove these associations. And I would also like to turn off the prompt to add these associations. Although they are often helpful, more often than not I end up associating a payee to a generic "deposit" or something like that, and any future "deposit" payee from my bank then auto fills with the wrong payee.

6 Comments
QuickBooks Team

Re: How do I remove associated Payee from Downloaded Payee?

Hello there, hamnation.

 

It's my pleasure to help you remove a Payee from your downloaded transactions in QuickBooks Desktop.

 

You may have set up a Bank Rule for your transactions. Reason why a Payee automatically adds up with your downloaded transactions. To fix this, you can edit or delete the rule you created by following the steps below:

  1. From Banking menu, select Bank Feeds.
  2. Click Bank Feeds Center.
  3. Select Rules in Bank Feeds window.
  4. In the Rules List window, highlight the renaming rule you need to change or delete.
  5. Click Edit Rule or Delete Rule.
  6. Click Yes.

To be more familiar with modifying Bank Rules in QuickBooks Desktop, you can check out this article: Use renaming rules for Bank Feeds.

 

That's it. Please let me know how it goes or if I can be of additional assistance. I'm always here to help you out.

Established Member

Re: How do I remove associated Payee from Downloaded Payee?

Hi, I am having the same problem. However, I do not have a button to access the list in Bank Feeds. Is there another way to access the list?

Moderator

Re: How do I remove associated Payee from Downloaded Payee?

Hi there, michele6.

 

You'll have to switch between banking modes. I'm here to provide a few details about this.

 

There are two types of bank modes in QuickBooks Desktop, Classic and Express. You're unable to have access to the Rules List if you are on the Classic Mode.

 

To switch from Classic to Express mode, follow these steps:

  1. Go to List and Preferences.
  2. Choose the Company Preferences in the Checking section.
  3. Select the Express Mode radio button and click on OK.

Then, follow the steps provided by my colleague, Charies_M.

 

For you future reference, I'm linking these articles that will provide more information:

After following those steps, you should have access to the Rules List in QuickBooks. 

 

Please let me know how it goes by leaving a comment below. I'll be here to keep helping.

Community Explorer **

Re: How do I remove associated Payee from Downloaded Payee?

I have Quickbooks Pro desktop 2015. I do not see any of what these answers refer to. I have no rules available in the bank feeds section. I have no option to change from classic to express in prefrences-checking- company preferences. Only an option to turn payee aliasing "on" or "off". And neither of these options gives me any access to "rules" in bank feeds section.

 

In previous years I did find a place deep in the preferences (I think) to go into individual payees and delete previoulsy set up alias'. But I can't find any of that now (not sure if an update has change this or what).

 

In the help links you provided, I do not see what they show on my computer. It's like I have a different version.

 

Any help would be greatly appreciated.

QuickBooks Team

Re: How do I remove associated Payee from Downloaded Payee?

Hi hamnation,

 

Knowing that you're using QuickBooks Desktop 2015 definitely makes a difference in this case. It could be that your older version doesn't have the features and settings being covered in the troubleshooting steps above. As outlined in our support policies, we're unable to troubleshoot these kinds of issues on older products. You can learn more by reading Intuit QuickBooks Desktop software support policies and QuickBooks Desktop service discontinuation policy and upgrade information.

 

Our agents can also help if you have additional questions about the upgrade process. Give them a shout at 1-877-772-9158. Desktop Pro service is available 24/7 for your convenience.

 

Other users here in the community who have the same version may have ideas and insight into this issue. Keep an eye out for responses from them.

 

I'm here if you need clarification.

Community Explorer **

Re: How do I remove associated Payee from Downloaded Payee?

In case anyone wants to know, you can delete alias' by:

 

Going into Vendors, Customers, or Other Names(under banking) lists.

Double clicking the vendor, customer, or other name that needs the alias changed.

Additional Info tab.

Edit Aliasing button.

Delete mistaken alias.

 

This is a painful procedure and of course can't be done when you see the problem while entering the transactions from bank feeds. So when you see the problem you can't fix it until you finish up and close the window. It also take a long time to do if you want to go through all of your lists and clean them up. I had many alias' created improperly over the years without knowing it. And they can make for a bad mistake if a bank transaction called "deposit" or something generic gets accidentally linked to one customer or vendor. 

 

I don't want to stop using alias' because they do save me time. But I wish I had to manually ask it to make an alias, rather than being asked every single transaction if I would like to make a new alias. Because 99% of the time I don't. Anyone know of a way to do this differently? I am currently using Quickbooks Desktop 2015, but would consider upgrading I knew things were going to be much better and not just a new learning curve and no real benefit.