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haas-rob1971-gma
Level 1

How can I get the Payee info to list automatically from already uploaded bank account?

There's a column for Payee in QB but nothing is listed. I know I can type it in the field while reviewing but shouldn't it have been imported automatically?
1 Comment 1
MarshallA
Intuit

How can I get the Payee info to list automatically from already uploaded bank account?

Hello,

 

QBO can only import information that your bank feeds it.  Most banks when you look at the transactions on their website dont list a Payee.  Only date, amount, and description.

 

What you CAN do though, is if you know the payee is always the same based on a word in the description, you can create a rule that QBO automatically adds the payee when it downloads the transaction.

 

Ex:

If Description has the word "Homedepot" assign Payee "Home Depot"

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