cancel
Showing results for 
Search instead for 
Did you mean: 
maite-coastalcar
Level 1

QB not finding the Payee when uploading a file

 
5 Comments 5
MaryLurleenM
Moderator

QB not finding the Payee when uploading a file

There is only certain information you can upload in QuickBooks, maite-coastalcar.

 

You can upload CSVs with either the following 3-column or 4-column format. These are the only columns QuickBooks can handle and this order.

  • Three column format- This format has a Date, Description, and Amount column.
  • Four column format- This format has a Date, Description, Credit, and Debit column.

You can check this article for more information about manually uploading bank transactions: Manually upload transactions into QuickBooks Online.

 

Here's another one if you encounter specific errors: Fix bank upload errors in QuickBooks Online.

 

If you meant something else, please let me know by leaving a reply. I'd be glad to help.

maite-coastalcar
Level 1

QB not finding the Payee when uploading a file

Hello Mary, we use the four column format. the upload goes in just fine but before QB used to be able to identify the payee for us to do a quick review and accept the transaction, but now I have to manually enter the Payee names and add the transactions one by one. daily that is about 100 plus and about 300 on Mondays. its taking a lot of time away and gives room for error. Could you help? we have not change anything. Thanks you for your time

Mark_R
QuickBooks Team

QB not finding the Payee when uploading a file

I appreciate you getting back to us and sharing additional information, @maite-coastalcar.

 

The possible reason why the payee is assigned to your old imported transactions is because of the bank rules. It may be the bank rule of your new imported transaction doesn't meet the condition.

 

Moving forward, you'll want to make sure that the applied rule for your bank transactions meets the condition. This way, the payee will automatically assign upon importing your new transactions.

 

I've attached a screenshot below for your visual reference.1.PNG

I'm also adding this article to learn more about bank rules: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

If you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

maite-coastalcar
Level 1

QB not finding the Payee when uploading a file

Yes we have a rule set up and it adds the category but it would not find the payee for some reason, It only finds new vendors 1 time, but it would not recognize second transactions either . Please advice, and Thank You

JamesDuanT
Moderator

QB not finding the Payee when uploading a file

Thanks for getting back to us, maite-coastalcar.

 

The bank rule only recognizes transactions that match the setup. Based on the attachment you've added, have you tried changing the bank account under the Apply this to transactions that are section? Let's see if that allows the rule to recognize the transaction. You can add another condition to the rule if necessary.

 

If the same thing happens, I'd recommend contacting our Customer Care Team. They can further review the details about this.

 

Other useful links related to bank rules were already provided on the earlier responses.

 

Let us know how this goes so we can assist you more with it.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us