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Level 1

Quickbooks online credit card transactions

Until recently QBO used to fill the Payee name when updating credit card transactions in Banking.  Now the Payee shows up in the Description field, and the Payee field is blank.  I have not added or changed any credit card settings in years.  Any suggestions?

1 Comment
Moderator

Quickbooks online credit card transactions

Hello @sebuckley,

 

All transactions downloaded into QuickBooks depends on the data provided by your financial institution. With this, I'd recommend contacting them so you can update the mapping of your transactions.

 

In the meantime, you can manually assign a payee name directly into your downloaded transaction when reviewing them. But before you do so, may I know the name of your credit card company. Sharing such detail can help me look into any reported issues from other customers.

 

That being said, here's an article you can read to learn more about how you can review your download transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Additionally, you can also browse for the content of this helpful article for the troubleshooting steps if you an error message or unable to find your downloaded transactions: Fix specific bank errors.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand. Stay safe!

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