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Experienced Member

banking vendor names

All the vendor names change when I enter one name in banking before adding the transaction to the check register.

 

1 Comment
QuickBooks Team

Re: banking vendor names

Good day, @louannh,

 

QuickBooks Online lets you set up and use banking rules where you can assign a specific vendor on your downloaded items. However, all transactions categorized under this payee will be changed if you enter a different vendor on the For Review tab.

 

Please see attached screenshots below for your guidance.

bankrule1.PNG bankrule2.PNG bankrule3.PNG

 

I've added a quick video tutorial below for additional information about using bank rules.

 

If you need to update your bank rule, feel free to read through these articles: Assign, categorize, edit, and add your downloaded banking transactions. This link will help modify your set up on your bank feeds.

 

Should you need anything else, please let me know. I'm always around whenever you need help.

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