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Level 1

How do I tell QB Desktop to "remember" an existing check register payee so that it automatically fills in the account when I enter that payee in the register?

Sometimes when I enter a payee into a QB check register, it fills in the account field for me. For other payees, I always need to enter the account info. I've tried right-clicking on an entry whose account info I want to be filled in automatically and clicking "Memorize Check". That payee shows up in the list of memorized checks, but that list doesn't seem to include account info, and memorizing the check doesn't get the account info from the memorized check automatically entered for me the next time I enter that payee.
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Best answer February 11, 2020

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Level 3

How do I tell QB Desktop to "remember" an existing check register payee so that it automatically fills in the account when I enter that payee in the register?

Go into the vendor list ,pick the vendor and edit the vendor. In account info put what account you want to show in the  expense field and it will pop up automatically.

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QuickBooks Team

How do I tell QB Desktop to "remember" an existing check register payee so that it automatically fills in the account when I enter that payee in the register?

Thank you for contacting us, robert-altman.

 

QuickBooks Desktop (QBDT) lets you use the renaming rule to automatically remember the payee and the account name.

 

That being said, you can create new renaming rule or modify the existing one.  Then, enter the specific account for this payee to memorize them once you've downloaded transactions.

 

Let me show you how to accomplish this:

 

Create a renaming rule

  1. Go to the Banking menu.
  2. Select Banks Feeds, then Bank Feeds Center.
  3. Go to the Rules tab.
  4. Right-click anywhere on the page, then select New.
    renamingbankrule.PNG
  5. Enter the rule name.
  6. From the Description drop-down, make a selection.
  7. In the Description field, type a word or phrase you want to use as the condition for the rule. If you want to create more conditions, click the + button.
  8. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, then enter the Payee name or the Account name.
    renamingbankrule1.PNG
  9. Click Save.

Modify a renaming rule

  1. Go to the Banking menu.
  2. Select Banks Feeds, then Bank Feeds Center.
  3. Go to the Rules tab.
  4. In the Rules List window, highlight the renaming rule you need to change.
  5. From the Action column, select the drop-down and choose Edit Rule or Delete Rule.

You can also refer to this article for more details with the steps above: Use renaming rules for Bank Feeds

 

Let me know if there's anything I can help you with QuickBooks, and I always have your back. Thank you and have a great day ahead!

Highlighted
Level 3

How do I tell QB Desktop to "remember" an existing check register payee so that it automatically fills in the account when I enter that payee in the register?

Go into the vendor list ,pick the vendor and edit the vendor. In account info put what account you want to show in the  expense field and it will pop up automatically.

View solution in original post

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