I accepted quite a number of transactions from my banking connection and now I would like to go back into my accounting and add a Payee Name. How do I do this?

kim-terry · ‎April 29, 2019

If I simply use an existing Payee, it presents me with this obscure statement that I don't understand the implications - "Do you want to prefill this expense and overwrite your entries using values from this contact’s last expense?". Why would I ever want to overwrite my entire entry just by picking a payee name?

JessT · ‎May 07, 2019

Thank you for posting back, Kim-Terry.

You can actually categorize and assign payees to your transactions in batch. To do this, you need to undo them first to bring them back to the For Review tab, where there is a batch-edit option.

In the Reviewed tab, select the transactions you want to edit.
Click the Undo button and select Continue to confirm.
Go to the For Review tab and select the transactions you want to assign payees and categories. You'll only want to select the transactions with the same payee and category per batch.
Click on Batch Actions and select Modify Selected.
Select a Payee and a Category, and click Apply.
Click on Batch Actions again and choose Accept Selected.

Please know that I'm just around if you need further assistance.

View solution in original post

JessT · ‎April 29, 2019

Hi Kim-Terry!

The easiest way to assign a payee to your transactions is to open your bank register, click a transaction and assign a payee. You don't need to open each of them to change their payees.

Regarding the message you quoted, this pops up if the Pre-fill forms with previously entered content feature is enabled in your settings. This means when you select a payee, QuickBooks asks if you want to use the details from his last transaction to replace the details of the one you’re editing. You want to select NO for this one.

Here's how you can check the Pre-fill feature in your settings:

Click the Gear icon in the top right corner.
Select Account and Settings.
Choose the Advanced tab.
Click the pencil icon in the Automation section.
Check the box to turn on Pre-fill forms with previously entered content.
Select Save and then Done.

Feel free to reach out if you have other questions.

kim-terry · ‎May 07, 2019

Hi Jess,

I really appreciate your support!

When I go into the bank register, since I already accepted the transactions it is blank. So then I went into the review tab where I can see the transactions. If I then follow what you said and change one transaction, it only changes that one. Even though there are check boxes on each entry, there doesn't seem to be any batch change capability here, as well.

Thoughts?

JessT · ‎May 07, 2019

Thank you for posting back, Kim-Terry.

You can actually categorize and assign payees to your transactions in batch. To do this, you need to undo them first to bring them back to the For Review tab, where there is a batch-edit option.

In the Reviewed tab, select the transactions you want to edit.
Click the Undo button and select Continue to confirm.
Go to the For Review tab and select the transactions you want to assign payees and categories. You'll only want to select the transactions with the same payee and category per batch.
Click on Batch Actions and select Modify Selected.
Select a Payee and a Category, and click Apply.
Click on Batch Actions again and choose Accept Selected.

Please know that I'm just around if you need further assistance.

nonyanon · ‎December 11, 2020

This is a problem. I now have got go back and add Payee one by one - grueling with many steps, but I cannot batch apply because the categorized section to undo does not show the payee field, so I don't know which transactions have the missing Payee field.

Please quickbook. Give us the bulk add Payee without having to undo. Or atleast give us the ability to see if payee is added in the Categorized section so we can undo the respective transactions.

Kristine Mae · ‎December 12, 2020

Let me provide a few details, Nonyanon.

I understand how important it is to view the payee. For now, you'll have to open the downloaded or added transaction to see the payee.

We're taking notes of our users' insights and is ideas. I suggest sending feedback directly to our engineers. It'll help us know the features that you want to add to the program. Here's how:

Click the Gear icon.
Select Feedback.

The more request it has, the more likely it'll be added in future updates.

Let me also include the article on how to review downloaded transactions as a future reference: Categorize and match online bank transactions in QuickBooks Online.

You're always welcome to post in the Community if you have other concerns. We're right here to help you.

D33ade · ‎February 13, 2024

Hello,

I am following all the steps, but when I reach step 5 it does not show me the option to select Payee. Can you explain why? I have been using QBO for 10 years and I have never encountered this issue before.

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I accepted quite a number of transactions from my banking connection and now I would like to go back into my accounting and add a Payee Name. How do I do this?