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Matt CND
Level 1

When importing all my transactions come up as "FASTER PAYMENTS RECEIPT" rather than who paid. How do I change this to see who paid instead?

 
1 REPLY 1
MariaSoledadG
QuickBooks Team

When importing all my transactions come up as "FASTER PAYMENTS RECEIPT" rather than who paid. How do I change this to see who paid instead?

Hi Matt CND,

 

Let's make sure that you've chosen the correct column in the mapping stage to show the payee. You'll want to delete columns that you don't need from your CSV to avoid confusion. QuickBooks only requires this information:

  • Date
  • Description
  • Amount

You can also change the names of the columns in your CSV to match the titles in QuickBooks.

 

Here's an article for more information: Common Errors for Importing Bank Transactions Using CSV.

 

Also, QuickBooks uses either a 3 or 4 column format when importing the CSV file: Import Bank Transactions Using Excel CSV files.

 

In case you want to reconcile an account, please check this out for future reference: Reconcile An Account

 

Keep in touch if you have any other concerns. I'll be right here to help.

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