I am new in this position and using QuickBooks Online. I know how it all works, however, I am trying to fix the previous employee's errors. I am having trouble understanding why all of my mobile deposits have the exact same customer in the "payee" dropdown menu. It automatically adds that customer in, even if it is someone else. How do I fix this? It looks like this has happened for every mobile deposit I have made for the last 2 years. Is there a way for the automatic add to eliminate that field so it can be manually entered if it is not going to do so correctly on it's own?
I'd be glad to help change the payee for your mobile deposits.
If there's a bank rule created and the transactions are under that certain rule, then the payee will be changed automatically to the payee's name on the rule. You may edit or delete the bank rule, so that incoming transactions/deposits may not be under that specific rule.
To correct the payee's name, you'll have to change the payee individually or one at a time in the bank register. To change the payee's name:
Go to Banking at the left pane.
Click each deposit.
Change the payee under the Payee column.
That would let you correct the payee's name for your mobile deposits. Feel free to add a comment if you have any other concerns about deposits. Have a wonderful day!