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MattWehner32
Level 1

Upload bills not showing the correct vendor

I am uploading my first bill to enter in the "Upload and review bills" new feature.  The Vendor's name was read wrong and I can not find how I can change it to my actual vendor's name.

2 Comments 2
Giovann_G
Moderator

Upload bills not showing the correct vendor

Hello, MattWehner32.

 

I've got the information you need to edit or correct the vendor's name using the new feature Upload and review bills in QuickBooks Desktop.

 

When you upload bills to QuickBooks Desktop, they'll appear in the For review section. You can update, match, review, or add transactions to the register from here. I'll show you how you do it.

 

  1. Go to Vendor, then Bills.
  2. Select Details.
  3. From the For Review tab, click the Refresh icon.
  4. From here, you can select the bill or bills if you want, then Batch Actions if multiple bills are selected.
  5. Hit Edit to change the Vendor Name, Account, Bank/Card details, or date of all the transactions in one go.
  6. Once done, click Save for the info to update your transactions.
  7. Choose Delete if you want to permanently remove the bills.

 

For your reference, check out this article for more detailed information: Upload bills to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

I'm also adding this resource that contains the steps on how to settle your payables in QuickBooks Desktop for future reference: Pay bills in QuickBooks Desktop.

 

Let me know if you need further assistance with our new upload and review bills feature. We're always here to help you.

MattWehner32
Level 1

Upload bills not showing the correct vendor

Hello Giovann_G,

Thank you for the prompt response.  The first issue I have w/ your instructions is, there is no "vendor".  There is a "Vendors". Second, there is no Bills, there is "Upload & Review Bills", "Pay Bills" and a few others.

 

If I go to Vendors then Upload & review bills, there is the title of "Bills" at the top of the page but no "Details".  There is "For review" and a Refresh icon.  After refreshing, I see the "Batch Action" but there is no "Edit" button.  If I hit the "Select" button, I have an option of "import this Data", "Delete", "Move to Receipts".  I have tried to "import this data" and change it there but that only creates a new entry.  

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