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mkovich
Level 1

Downloaded Transactions Bug - Payee and Account Names

I have had a constant bug with my QuickBooks Mac Desktop product, that has never been fixed in the past few years with each new release. When I use the Downloaded Transactions tool, the bug activates. In the Downloaded Transactions area where I see the transactions that have been downloaded from my bank, I go to type in an Account name, and QuickBooks defaults to customer names instead of account names, which means I cannot quickly enter the account that is in my register. I have to select the arrow and scroll down through my accounts in order to select the correct account, which make entering transactions take significantly longer than it should. This affects all transaction entry methods (enter check, enter credit card transaction, etc.), and the only way to fix it is to restart QuickBooks. But when I go to download transactions, it happens again. Has anyone else had this issue, and have you found a way to fix it?

8 Comments 8
4Gal
Level 11

Downloaded Transactions Bug - Payee and Account Names

Run the Verify/Rebuild Data utility. Did you encounter any error message?

 

JamaicaA
QuickBooks Team

Downloaded Transactions Bug - Payee and Account Names

We can verify and rebuild data in your company file to resolve the bugs and inconsistencies you're encountering, mkovich. I'll outline a few steps to improve workflow and productivity.

 

These tools identify the most common data issues in a company file and repair them. We can use the verify tool to scan your company file for errors or data damage. Here's how to do that:

 

  1. Go to File, then click Utilities.
  2. Select Verify Data, then tap OK to close all windows.

 

Once done, you can rebuild your company file to resolve any detected mistakes or data damage. If Your data has failed the integrity check prompts when verifying the company file, follow the steps below:

 

  1. Go to File, then select Utilities.
  2. Choose Rebuild Data, then click OK to close all windows.
  3. QuickBooks will ask you to make a backup before proceeding, you can either pick OK or Cancel to continue.
    1. Update your Backup Preferences and edit as needed if you haven't set them up, then click OK.
    2. When it's finished, press Show in Finder to locate the backup or tap OK afterward.
  4. Hit OK.

 

To ensure your company file is free of errors or data damage, verify it again. If you still encounter errors or damage, rebuild once more.

 

This article will help you manually correct errors: Verify and rebuild data in QuickBooks Desktop for Mac.

 

Bookmark these references to classify transactions and learn to rectify issues when utilizing online banking:

 

 

I'm just a post away if you have further queries about managing transactions or the system's new release. Stay safe.

mkovich
Level 1

Downloaded Transactions Bug - Payee and Account Names

I did receive errors when I ran the verify utility, so I just ran the rebuild utility. I ran verify again and it came back without any errors. Hopefully this fixed it! I should be able to tell the next time I download transactions. Thank you!

IrizA
QuickBooks Team

Downloaded Transactions Bug - Payee and Account Names

Thank you for coming back and updating us, mkovich.

 

I appreciate the steps you took and for following my colleague's instructions. I can see that these steps have helped you greatly in downloading your transactions.

 

If you have other questions, please let us know by leaving your concerns in the comment section. We're still here to back you up. 

mkovich
Level 1

Downloaded Transactions Bug - Payee and Account Names

Unfortunately that didn't solve the problem. I am entering downloaded transactions again for the first time since running the rebuild, and the same bug is happening. Any ideas on how to fix this?

mkovich
Level 1

Downloaded Transactions Bug - Payee and Account Names

Unfortunately that did not fix the issue. I am entering transactions now for the first time since I ran the verify/rebuild utilities, and the same bug is happening as it was before. Any ideas on how to fix this?

JoesemM
Moderator

Downloaded Transactions Bug - Payee and Account Names

Thanks for keeping us updated with the results, Malkovich. Let me route you to the best support available to check this unexpected behavior when using the downloaded transaction tool.

 

Since the issue persists, I recommend contacting our QuickBooks Desktop Support directly. They have the tools to do a screen sharing with you to check and further investigate the root cause of it.

 

Here's how:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. Sign in to your Intuit account select Continue and then Continue with my account.
    • If you don't already have an account, make sure to Create a new account.
  6. We'll email you a single-use code. Enter your code and select Continue.
    • If you have more than one account, select the account you want to use and then Continue.
  7. Select to chat with us or Have us call you.

 

Support is available from Monday until Friday from 6 AM to 6 PM. You may also use this direct link to contact our support team: Contact Us

 

If you want to manually import your bank transactions and match them in QBDT for Mac, here are the links that you can follow: 

 

 

Post again here if you have additional concerns about managing your transactions in QBDT. I'd be happy to assist you further. Have a great day ahead.

4Gal
Level 11

Downloaded Transactions Bug - Payee and Account Names

@mkovich 

Run the Verify/Rebuild Data utility again. Did you encounter the same error message?

You should contact @Fiat Lux - ASIA to fix your company file.

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