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
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
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.