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D
DZ68
June 16, 2021
Question

Missing payees and descriptions

  • June 16, 2021
  • 1 reply
  • 14 views

Missing check payees and descriptions for other transactions after installing Desktop Pro 21 and then performing bank reconciliations. Staff is manually typing in missing payees and descriptions. Why did this happen? How can this glitch/error be fixed? I’m afraid to do another reconciliation. What do I do?

1 reply

LieraMarie_A
LieraMarie_A
Level 8
June 16, 2021

I'm here to make sure you can get those missing payees and descriptions recovered, @DZ68.

 

First, make sure that you've opened the latest backup copy of your file. If you're unsure where the backup file is located, you can display hidden files and folders for help in searching for .qbb file on your computer. You'll have to look at each file, the largest file is likely to be the one with the most data in it. Once done, restore this copy. 

 

Here's how to download the QuickBooks Tool Hub:

  1. Close your QuickBooks.
  2. Download the QuickBooks Tool Hub file.
  3. Open the QuickBookstoolhub.exe file. It gets saved in the download folder.
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. Click Finish.
  6. Double-click the icon on your Windows desktop to open the tool hub.

 

From there, let's run the QuickBooks File Doctor Tool:

  1. From the tool hub, select Company File Issues.
  2. Select Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open. Note: If the QuickBooks File Doctor doesn't open, search for QuickBooks Desktop File Doc and open it manually.
  3. In QuickBooks File Doctor, select your company file from the drop-down menu. If you don’t see your file, select Browse and search to find your file.
  4. Select Check your file (middle option only) and then Continue.
  5. Enter your QuickBooks admin password and then select Next.

 

Once done repairing your data, verify if the information is restored. Otherwise, if the tool is unable to fix this problem, choose the option that's best for you:

 

For more information about this process, refer to this article: Resolve Missing Information.

 

Please fill me in on the progress of fixing I'll be happy to help until it's found!

LieraMarie_A
LieraMarie_A
Level 8
June 19, 2021

Hi @DZ68,

Hope you’re doing great. I wanted to see how everything is going about finding the missing info. Was it successful? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
August 6, 2021

Thank you for your response.  Using your directions, I just checked for the current version, and it is R6.  Do you have any directions on how to avoid getting missing payees, when doing a reconciliation?  If not, I assume that we should try another reconciliation and hope for the best.  Any other ideas?

 


Thanks for coming back to the Community, DZ68.


I appreciate for following the solution shared by my peer and letting us know that your QuickBooks is up to date. We’ll have to enable the Start with payee field on check feature to prevent missing payee names when reconciling your account.


It only takes a few clicks to get there. Let me show you the step-by-step process.


Here’s how:

 

  1. Go to the Edit menu at the top bar to choose Preferences.
  2. This will open a window that lets you configure the program's features.
  3. Tap the Checking menu on the left panel and select the Company Preferences tab.
  4. Tick the box for the Start with payee field on check.
  5. Click OK for the changes to take effect.

 

For more details about the Checking preferences, follow these steps to access our built-in articles. Here’s how:

 

  1. In the Checking menu, press the Help button to open the Have a Question window.
  2. From there, choose the topic and click on it to view more details.

You can also bookmark this guide for future reference: Fix issues when you're reconciling in QuickBooks Desktop. It contains solutions on how to resolve when you encounter any hurdles reconciling an account.


Reach out to me again if you need assistance managing checks and reconciling your account. I’m more than happy to lend a helping hand. Wishing your business continued success.

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