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Eve Datasec
Level 1

How do I change the Payee autofill both their account and class? QB for Mac

where do you find the downloaded transactions?

LieraMarie_A
QuickBooks Team

How do I change the Payee autofill both their account and class? QB for Mac

Hi there, @Eve Datasec. I have all the instructions you'll need to find your downloaded transactions.

 

You can locate your downloaded transactions right from the Banking menu. 

 

Here's how:

  1. Go to Banking.
  2. Select Downloaded Transactions.
  3. From the QuickBooks Account ▼ dropdown menu, select the account you to view downloaded transactions.

 

If you haven't downloaded or imported them yet, simply click Import File or Download. You can refer to these articles for the detailed steps and how to fix common online banking issues:

 

Please come back if you need more help with managing your bank feeds. I'm always happy to help.

Sandy Eggo
Level 3

How do I change the Payee autofill both their account and class? QB for Mac

I did find a viable "fix" for this situation and marked this as solved. 

 

AD0128
Level 1

How do I change the Payee autofill both their account and class? QB for Mac

Do you mind sharing what you did to "fix" this? I am having the same issue.

GlinetteC
Moderator

How do I change the Payee autofill both their account and class? QB for Mac

Hello there, AD0128.

 

I'll be happy to share with you the steps Sandy Eggo did to fix the issue. Please check this out:

 

  1. Go to the Downloaded Transactions.
  2. Click on Renaming Rules.
  3. Locate and delete the entry that is misnaming or miscategorizing the transaction.
  4. Rename the downloaded payee under Payee.
  5. Then assign the correct class.

 

I also added some articles you can use about managing rules and fixing bank issues online:

 

 

The Community always has your back if you ever need assistance again in the future. Have a great day!

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