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kendra10
Level 1

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

 
10 Comments 10
MariaSoledadG
QuickBooks Team

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

We didn't receive reports about the Payee information incorrectly populating on the description column. But don't worry I'm here to help you with your importing, kendra10.

 

You'll have to make sure that you have chosen the correct columns in the mapping stage. QuickBooks will not be able to read the data otherwise. To make the mapping stage easier, you can do the following:

  1. Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
    • Date
    • Description
    • Amount
  2. Change the names of the columns in your CSV to match the titles in QuickBooks.

In addition, QuickBooks Online (QBO) can import CSV files that use either a 3-column or 4-column format. The 3-column template contains the Date, Description, and the Amount, while the 4-column template has the Date, Description, and a Credit and a Debit column. Please read this article for more information: Import Bank Transactions Using Excel CSV Files

 

For future reference, you can review bank and credit card transactions after you downloaded them. You can go through this article: Categorize And Match Online Bank Transactions In QuickBooks Online.

 

Please leave a comment below if you have any more trouble with importing. I'll be around to help you with this.

kendra10
Level 1

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

But everything was working smoothly a couple of days ago, and then it stopped populating Payee field.  Seems like a QB glitch.

kendra10
Level 1

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

And I did chat with QB rep about this (ref # [removed]) so I'm hoping QB can resolve the problem.

Candice C
QuickBooks Team

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

Hey, @kendra10

 

Thanks for reaching back out to the Community about importing your credit card transactions into your QuickBooks Online (QBO) account. 

 

I'm glad that you were able to chat with our Customer Support Team about this problem. If you can provide me with some additional details on the information they gave you, I can give you some clarification about the issue. 

 

In the meantime, you can check out these articles that can be helpful in the future: 

 

 

I want to make sure all of your concerns about importing your credit card transaction are addressed. I'm always here to lend a helping hand. I'll be back around shortly to review your next post! 

kendra10
Level 1

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

QB gave me no details...just that they were happy to chat with me.

 

Not sure if we're talking about the same thing.  Our credit card is linked to QB, so when the daily credit card transactions import to QB, they normally have the vendor (Home Depot, Amazon, etc) listed correctly under Payee.  But now the transactions import with the vendor names listed in the Description column, rather than the Payee column.  How can this get fixed?

 

I attached a screenshot...hopefully that helps you understand my problem.

 

Thank you.

MariaSoledadG
QuickBooks Team

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

We want to make sure that we'll be able to resolve your issue as quickly as possible, kendra10.

 

It's unusual that Vendor lists are importing on the Description column. Also, it seems that all the settings were already set up correctly since you've mentioned that this was working fine before.

 

I recommend reaching out to our support team so they can help you check what is happening with your account. They can also verify if there are other users who are experiencing the same thing and investigate this further. They have the tools to pull up your account in a secure environment. 

 

Here's how to reach them:

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose to Get a callback from the next available expert.

I've also included these help articles in case you have a few questions about QuickBooks Online. 

 

Keep me posted on the progress. I'll always be here to help in case you need further assistance.

HiltonG
Level 1

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

Yes, I am having exact same issue.  Everything was working fine and now the payee does not show up.  So frustrating!  When I click on help, it opens a bot chat box and I can't find anyway to talk to someone.  the bot chat box says contact us but it does not give the let's talk option, just says messaging.  How do I talk to a human on the phone?

JenoP
QuickBooks Team

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

Hi there, HiltonG.

 

Have you tried importing or downloading banking transactions in an incognito or using a different browser? The issue might stem from a browser or cache issue that's causing the Payee to not show up.

 

I'll share another set of steps to check if this is the case and resolve it at the same time. 

 

You can start by using an incognito/private browsing session or a different browser. Follow these keyboard shortcuts to open an incognito session: 

 

  • Ctrl Shift N  for Google Chrome
  • Ctrl Shift P  for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

Once done, log back in to your account and go back to the Banking screen. Then, download or import the transactions again to check if the Payee is already showing up.

 

I'll also share with you the steps on how you can reach out to our phone support through the Help menu in QBO. Here's how:

 

  1. Go back to the Help menu.
  2. Click Talk to a human.
  3. Type in "talk to human" in the lowest part of the chat screen and press Enter.
  4. Click I Still need a human.
  5. Click Contact Us.
  6. Select the Callback option.

Also, please take that our chat and phone support teams are open from Monday to Friday, in between  6 AM to 6 PM PT. They are also open on Saturday, from 6 AM to 3 PM PT. 

 

Add another reply below or visit us again if you need anything else. 

HiltonG
Level 1

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

Thank you. I tried that and it says for me to call on monday and the phone to click to get a number is greyed out and I don't know where to call.  It does not appear they are open on Saturday. 

MariaSoledadG
QuickBooks Team

Anyone having the problem with your credit card transactions? When they import, Payee info is not populated...actual payee info is now in Description column.

Let me add some additional information about our phone support availability, HiltonG.

 

As mentioned by @JenoP, our phone support team is available from 6 AM to 3 PM PT on Saturdays. You can contact them again to make sure you'll get in touch with our representative.

 

Since we have streamlined the process, make sure to choose the Get a callback option to talk to someone and so you will not keep waiting on the line.

 

You can also browse these help articles in case you have questions about QuickBooks Online. Just make sure to select the correct product.

 

Let me know if you're able to get in touch with someone. If you have any other concerns, please know we're always right here to help you.

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