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casey051669
Level 2

QB enterprise desktop credit card feed feature

I turned on the bank feed feature in QB desktop for our credit card. When I manually imported the transactions, the (payee column) vendor list wasn't displaying so I could match the correct vendor to the transactions.

1 Comment 1
VoltF
QuickBooks Team

QB enterprise desktop credit card feed feature

I appreciate you for taking the time to post your concern and for providing us a screenshot, casey051669.

 

Currently, the payee information will not be included when importing transactions in the Bank Feeds. You'll have to manually add the payee name to your imported bank transactions when categorizing them.

 

Follow the steps below:

 

  1. Go to the Banking menu, scroll down to Bank Feeds, and then Bank Feeds Center.
  2. Select the payee name manually and click the Transaction List button.
  3. Click the Select drop-down option and choose Add More Details.
  4. Enter the payee's name and other information.
  5. Click the Add to QuickBooks button.

 

Also, you may consider creating bank rules to categorize transactions that will help QuickBooks recognize that the imported transactions are associated with a certain payee. Keep in mind it's always advisable to review transactions changed by your bank rules before you match or select add your bank transactions.

 

Here's how to create a rule in Express Mode:

 

  1.  Go to Banking, choose Bank Feeds, then Bank Feeds Center.
  2. Click Rules.
  3. Click on the Manage Rules dropdown, then New.
  4. In Add Rules Details, give the rule a name and set the conditions.

 

In the When section, add, or remove conditions for descriptions. In the Do this section, provide a new name or add categories for accounts.

 

Moreover, you may want to read these articles for more details:

 

 

Feel free to comment anytime for more questions about online banking transactions on your QuickBooks Desktop. I'll be glad to help you again. Have a nice day!

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