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Join nowI am new in this position and using QuickBooks Online. I know how it all works, however, I am trying to fix the previous employee's errors. I am having trouble understanding why all of my mobile deposits have the exact same customer in the "payee" dropdown menu. It automatically adds that customer in, even if it is someone else. How do I fix this? It looks like this has happened for every mobile deposit I have made for the last 2 years. Is there a way for the automatic add to eliminate that field so it can be manually entered if it is not going to do so correctly on it's own?
Hi there, @melmack.
I'd be glad to help change the payee for your mobile deposits.
If there's a bank rule created and the transactions are under that certain rule, then the payee will be changed automatically to the payee's name on the rule. You may edit or delete the bank rule, so that incoming transactions/deposits may not be under that specific rule.
To correct the payee's name, you'll have to change the payee individually or one at a time in the bank register. To change the payee's name:
That would let you correct the payee's name for your mobile deposits. Feel free to add a comment if you have any other concerns about deposits. Have a wonderful day!
Hi there, I have a similar issue with my QBO. Once I process payroll, it takes it to the bank register for review, and all the direct deposit and checks created have one employees name. There is no rule created therefor cant delete or remove such rule. I have changed several checks to the correct employee, but trying to figure out how to remove such setting to where it dosent have to be manually changed once payroll has been created.
thank you for your help.
Hi, Libby2022. I've got the steps to resolve this Bank register issue.
To start, I'd recommend using the Find Match tool to link the bank transactions with the payroll record. I'll show you how.
Also, you can review the Payroll Settings screen and check if you're using the correct bank account. Here's how:
If you need to remove entries with incorrect details in the bank feeds, you can exclude them in the For Review tab.
To avoid this, I'd suggest creating a bank rule in the program. This automatically categorizes transactions for you. Make sure the correct Payee is applied.
Additionally, I've added an article that'll help you match your QuickBooks account to your bank and credit card statements. This ensures your record is accurate: Complete Reconciliation Guide.
Let me know if you need further assistance with this. I'll be more than happy to share some more insights to help you. Have a nice day!
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