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Level 2

Cannot selected multiple CC charges as downloaded payee is different

I downloaded my Amex CC charges. Every monty I have one sometimes multiple charges for e-mail services from Microsoft. However, the payee name on the CC is different, but always starts with MSFT. Because of the different payee name I cannot selected Add Multiple because of the different payee.

 

With another app I can filter on the payee name if it contains MSFT then add to account x.

Can I do something like with with QB Prem 2020?

 

Solved
Best answer September 20, 2020

Best Answers
Moderator

Cannot selected multiple CC charges as downloaded payee is different

Hello there, gerdgoebel.

 

Yes, you can do it in QuickBooks. We can start creating a bank rule to group the payments from Microsoft. Let's turn on the Bank Rule feature first by following these steps:

 

  1. Select Preferences under Edit.
  2. Click Checking on the left side and select the Company Preferences tab.
  3. In the Bank Feeds section, make sure to tick both Create rules automatically and Always ask before creating a rule option.

Then, OK.
o.PNG

Once done, go into your Banking Center, and select the Rules Icon. This will take you to the screen where you can start to make your own rules. Then, here's how to select all the payee name that contains MSFT:

 

  1. Select Bank Feeds under Banking.
  2. Click Bank Feeds Center.
  3. Then, hit the Transaction list button.
  4. Assign payee and account.
  5. Under the Action column, click the drop-down arrow next to Select.
  6. Then, Quick Add.
    y.PNG

That will do. To make sure you'll not miss import steps and details when doing the process, please check this article for more information: Use renaming rules for Bank Feeds

 

Just in case there's an error, you can use this article to fix it right away. It provides resolutions and continues with the process of grouping downloaded transactions in your bank feed.

 

Please comment below if you still need a hand with the process. I'll be around to guide you. Take care always.

View solution in original post

1 Comment
Moderator

Cannot selected multiple CC charges as downloaded payee is different

Hello there, gerdgoebel.

 

Yes, you can do it in QuickBooks. We can start creating a bank rule to group the payments from Microsoft. Let's turn on the Bank Rule feature first by following these steps:

 

  1. Select Preferences under Edit.
  2. Click Checking on the left side and select the Company Preferences tab.
  3. In the Bank Feeds section, make sure to tick both Create rules automatically and Always ask before creating a rule option.

Then, OK.
o.PNG

Once done, go into your Banking Center, and select the Rules Icon. This will take you to the screen where you can start to make your own rules. Then, here's how to select all the payee name that contains MSFT:

 

  1. Select Bank Feeds under Banking.
  2. Click Bank Feeds Center.
  3. Then, hit the Transaction list button.
  4. Assign payee and account.
  5. Under the Action column, click the drop-down arrow next to Select.
  6. Then, Quick Add.
    y.PNG

That will do. To make sure you'll not miss import steps and details when doing the process, please check this article for more information: Use renaming rules for Bank Feeds

 

Just in case there's an error, you can use this article to fix it right away. It provides resolutions and continues with the process of grouping downloaded transactions in your bank feed.

 

Please comment below if you still need a hand with the process. I'll be around to guide you. Take care always.

View solution in original post

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