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Level 1

Quickbooks loaded the payee information into the description field

On my credit card account Quickbooks for charges is putting the Payee information into the Description field and leaving the Payee field blank.
1 Comment

Quickbooks loaded the payee information into the description field

I'm glad you made it here, irene13.


QuickBooks Online (QBO) only uses the information coming from your bank. You can create rules to help automatically categorize transactions and add on the Payee field.


To create a rule, here's how:


  1. Go to the Banking menu or Transactions menu.
  2. Select the Rules tab then click New rule.
  3. Enter a name in the Rule field.
  4. From the For dropdown, select Money in or Money out.
  5. From the In dropdown, select the bank or credit card account.
  6. In setting the rule conditions, make sure to specify whether the transaction must meet All or Any of the conditions.
  7. Choose a settings for the rule. Select the Transaction TypePayee, and the Category to apply.
  8. Click the Automatically add to my books option on the Rules window.
  9. Select Save.

You can also create targeted rules so specific transactions are automatically accepted into your books. For more information about this, check out this article: Set Up and Use Bank Rules


You can also check this article on how to assign, categorize, edit, and add your downloaded banking transactions.


Let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you a good one.

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