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A
ahankins73
December 28, 2018
Question

Bank Feeds not recognizing payees

  • December 28, 2018
  • 1 reply
  • 4 views

I've added a new bank account to our list of banks.  While using bank feeds, QB is not recognizing any of the payees.  Each transaction has to be tediously entered - no batching.

 

QB only recognizes the first portion of the tranaction description.  I put it in bold to help see what I am talking about.    Normally, QB would see this is PETCO.  Help!

 

XX7683 POS PURCHASE 12/05 14:13 PETCO 2120 SOLDOTNA AK

1 reply

SophiaAnnL
SophiaAnnL
Level 5
December 28, 2018

Your bank probably changed the format of these transactions, amyhankins.

 

The details of the transactions that you import into QuickBooks would depend on what your bank shares with us. If you're using Web Connect files, you can't manually edit the payees' name.

 

Since the program won't automatically recognize the payees, it could be because your bank changed its format. I'd suggest reaching out to your bank first to verify if this is the case.

 

Here's an article that talks more about the import and export process in the Bank Feeds Center.

 

Please let me know if you have more questions on this. 

T
TGT75
October 9, 2020

QB is not recognizing payees.  This makes matching transactions a nightmare.  These are payees whose names appear each month and numerous times,  Here is an example.  There is no way QB's shouldn't recognize this as Wal-Mart

    A
    AileneAModerator
    Moderator
    October 9, 2020

    Hello, TGT75. 

     

    Thank you for posting in the Community. As mention above by my peer, QuickBooks will only depend on what your bank shared information with us. If QuickBooks doesn't recognize payee it might be the bank change their format. I recommend reaching out to your bank institution to verify it. 

     

    You can check out this article that tackles more about the import and export process in the Bank Feeds Center. 

     

    Know that you can always visit me here if you have any other concerns. I'll be right here to assist you. Take care!

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