cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How do I disable autofill on Payee with imported transactions? Quickbooks is guessing, but it's WRONG more often than right, and I can't find a way to stop it.

I can find the Rules to set a specific payee, but I can't find a way to make it set the field as empty.
3 Comments
QuickBooks Team

Re: How do I disable autofill on Payee with imported transactions? Quickbooks is guessing, but it...

Welcome to the Community page, @cacoissa.

 

Allow me to chime in and share some insights about the autofill payee feature of your imported transactions.

 

QuickBooks only autofills the Payee field on your transactions if there's a rule set for it. Let's verify and disable the rule feature in QuickBooks Online.

  1. On the left menu, click Banking.
  2. Select the Rules tab.
  3. Scan through the list and verify the set conditions and settings.
  4. If there's unnecessary rules, click the Edit drop-down.
  5. Choose Edit if you want to modify it or Delete to remove the rule.
    1.JPG

For more information, you can refer to this link: How to set and use banking rules for downloaded transactions.

 

That should do it, @cacoissa. Let me know how these steps work out for you. I'll be here to keep helping. Have a great day.

Not applicable

Re: How do I disable autofill on Payee with imported transactions? Quickbooks is guessing, but it...

Hello,

I have Quickbooks Desktop Pro 2018 and I do not have the "Banking" option on the left.  What tab can I go under?

 

QuickBooks Team

Re: How do I disable autofill on Payee with imported transactions? Quickbooks is guessing, but it...

Hi @MARIBEL.

 

The steps provided above by my colleague is for QuickBooks Online users. In your end, you'll find the Banking option from the top menu.

 

Then to add banking rules:

  1. Go to the Banking menu, select Bank Feeds and click Bank Feeds Center. 1.png
  2. Select Rules in Bank Feeds window.
  3. In the Rules List window, select Manage Rules drop-down menu, then choose Add New.
  4. In Add Rules Details window, provide a Rule Name.
  5. From the Description drop-down menu, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule.
  6. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.
  7. Click Save.

QuickBooks guess, if there are similarities in the payee name with the download transactions. To set the payee field as empty or edit the payee name.

  1. Go to the List select Chart of Accounts.
  2. Select and double click on the Bank account to open the transaction you want to edit.
  3. Click on the transaction and delete the payee name to set the field empty. Or, you can add or choose the right payee for that transaction.1.png
  4. Click Yes to record the changes you made with the transactions.

For more detailed steps, you can check this article for reference: Use Renaming Rules for Bank Feeds.

 

In case you want to learn more about managing your Bank feeds, feel free to visit our Banking and bank feeds page for reference.

 

As always, don't hesitate to reach out to us if you have other concerns or questions. I'll be around to help.

 

Need to get in touch?

Contact us