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

Hello @Sandy Eggo,

Let me help share how you can change the account and name settings of your downloaded transactions in QuickBooks Desktop For Mac.

Normally, all details of your downloaded transactions are based on the information provided by your financial institution.

With this, I'd recommend contacting the Technical Support of your bank so one of their specialists help you map the accounts and names of your transactions accordingly.

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Banking - QuickBooks Desktop for Mac.

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

Thank you for your reply. We are not having trouble downloading the transactions in any way.

When we select a "Payee" in Quickbooks, it auto-populates with an incorrect Account and Class.

How can we change those auto-populating values that QuickBooks assigns for Account and Class to the correct/preferred values? 

Hello, Sandy Eggo.

I appreciate the clarifications. Let's check one more setting to help you ensure your transactions are categorized under the correct account and class. 

Rules can affect how the transactions behave in the Online Banking page. You'll want to check how they are set up in your banking page. Here's how: 

1. Go to your Downloaded Transactions.
2. Click the arrow next to the payee, then click Edit Rule.
3. Choose Renaming Rules.
4. Click Edit on the rule you want to change.
5. Enter your changes, then click OK. 

If you need a reference about managing your rules, you can check this article: Manage renaming rules for payee names in QuickBooks Desktop for Mac.

If those QuickBooks is still auto-populating the wrong class and account, you'll want to contact our support. They can check deeper into the system and find out the root cause on why the system is doing this. Here's how: 

1. Go to Help, then select QuickBooks Desktop Help.
2. Click Contact Us.
3. Select a topic, then choose how you want to reach us. 

Alternatively, you can use this link to contact our support: QuickBooks Mac Contact us form. 

If you're ready to reconcile your bank after categorizing your transactions, check this article for a guide: Reconcile bank and credit card accounts (Mac). 

You can always reply to this thread if you'd like us to address other questions in QuickBooks Mac. Here to help you complete your tasks or fix any issues you might have. 

We are not having problems with RENAMING transactions in any way. When we select a "Payee" (our QB's rules do) the name is changed correctly. i

Our problem is QB then auto-populates with an incorrect Account and Class.

How can we change those auto-populating values that QuickBooks assigns for Account and Class to the correct/preferred values? 

Welcome back, @Sandy Eggo.

I want to make sure this concern is taken care of, and I'd like to redirect you to the best support group available to get this addressed right away.

Since QuickBooks still populating the incorrect account and class, it has something to work with the bank rules. In this case, I recommend reaching out to our QuickBooks Support Team to check this issue further and help you change the account and class to the correct values.

To reach them, you can follow the steps provided by my colleague jamespaul above. Or use this link to directly message our QuickBooks experts.

I'm also adding these articles to know more on how to manage bank transactions in QuickBooks Desktop for Mac:

• Add and match transactions in QuickBooks Desktop for Mac.
• Fix online banking issues in QuickBooks Desktop for Mac.

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

Thank you for your help. This is not a banking rules issue. It is simply QB assign an Accounts and Class based on some internal "rule" I cannot find. I will keep on searching.

I can help edit your auto-populate preference, Sandy Eggo.

You have a way to turn off the Automatically Recall Information option. Let ensure first that you've downloaded the latest release of QuickBooks Desktop to get the updated fixes and features. 

Here's how: 

1. Click the Help tab at the top menu bar.
2. Click Update QuickBooks Desktop.
3. Go to the Update Now tab.
4. Put a checkmark beside Reset Update.
5. Click Get Updates.

Then, you can turn off the setting by following these steps: 

1. Go to the Edit menu and select Preferences. 
2. From the General menu, select My Preferences.
3. Under the Automatically Recall Information section, you can unselect the option to automatically remember the account or transaction.
4. Click OK. 

If you get the same thing, we can try to verify and rebuild your data in QuickBooks. This will help you fix data integrity issues. Repairing QuickBooks can also fix program-related issues.

Keep me posted on how this works. Take care and have a good one!

I followed these steps exactly. Checked for updates (I was current), turned off automatically recall (it was off), and rebuilt the date. The problem still persists. 

*The only issue I have is the incorrect (although consistent) "matching" of Account and Class when I select the Payee. Surely I cannot be alone on this. 

Let’s get this incorrect matching of Account and Class resolved, @Sandy Eggo.

We appreciate your effort in performing those recommended steps provided by my colleague. Since the issue still persists, it would be best to reach out to our Technical Support team to check this issue further. They have tools that can help investigate your concern and able to provide additional fixes.

Here’s how:

1. Go to Help, then select QuickBooks Desktop Help.
2. Click Contact Us.
3. Select a topic, then choose to Get a callback.    

        
You can also visit this link directly to contact our support. Just press the Continue button, and it’ll route you to a page to connect with us.

In case you need more tips and information on how to handle your account and finances, we have QuickBooks Resource Center and Support page available. This helps manage your business efficiently.

We’ll always be here if you have other banking concerns or anything else. Just press the Reply button below or make a new conversation for it. Take care!

My issue is still not resolved after spending almost two hours with support via chat. It was a horrible experience.

My problem is QB then auto-populates with an incorrect Account and Class. There appears to be no way to edit or change those auto-populating values that QuickBooks assigns.

Did you have any luck?  I created work around, as renamed the Downloaded Payee while editing the rule. For example I use Intuit1 instead of Intuit, and then linked the correct account. Not ideal but creates less work....

I am having the same problem. QBs please advise and resolve.

Let's get this sorted out, jbennett411. 

I've checked our records and haven't found any investigations related to your concern. You might want to run the Rebuild Data tool is built-in to fix any company file data issues. Just follow the steps and detail in his article: Fix data damage on your QuickBooks Desktop company file.

However if the same things happen, I advice reaching out to our customer support team. This way, a representative can review the root cause of the issue and can investigate this further. Here's how: 

1. Go to Help, then select QuickBooks Desktop Help.
2. Click Contact Us. 
3. Select a topic, then choose how you want to reach us.  

I'm sure that an agent would be happy to assist you with any questions that you have. For more details about our support availability, refer to this article: Contact Support.    

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always!

I had already tried everything you suggest (thank you) and spent many disappointing chats and calls to support. My issue remains as before. 

To be clear, my problem: There is no way to change the "renaming" logic on downloaded transactions. For example, if I download a McDonalds transaction and QB matches it to Office Supplies, it will remain that way, forever. I must manually change every McDonalds entry, manually.

Of course McDonalds is an example. The problem occurs with many vendors and transactions. 

Thank you for checking in. 

I have had this issue for years and the only solution I have found is to make up a new name (I therefore have 2 names for many vendors, so irritating!).  I suppose you have not received a resolution for this yet?

I appreciate you reaching out to our support team and sharing your issue with us, urbancoffee.

The option to change the Payee, account, and class autofill option is unavailable. You can consider renaming the Downloaded Payee while editing the rule and then link the correct account. 

I understand that the option to post the bank downloaded transaction to the correct acocount and class is beneficial to your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided with the steps below:

1. Open your QuickBooks Desktop company file.
2. Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
3. Enter your feedback and click Submit.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks.

Just in case you want to use and manage your bank feeds in QuickBooks Desktop for Mac, you can read these articles for more info:

• Add and match transactions in QuickBooks Desktop for Mac.
• Fix online banking issues in QuickBooks Desktop for Mac.

Keep in touch if you need any more assistance in handling your bank transactions. I've got your back. Take care!

How does one correct this Payee Auto-populate proplem in QuickBooks ONLINE (QBO) Version?

Issue: In bank feed "REVIEW" when changing ONE Payee name, QBO automatically and incorrectly changes ALL row names to be the same name, as the ONE being modified.  

Hi there, MartinLIF.

Thanks for following up on this thread. I'd be glad to provide some info so the fields won't auto-populate in QuickBooks Online.

This sounds like one of the automation settings within your account. Here's how to make sure it's turned off:

1. Click the Gear icon in the top right corner.

2. Select Account & Settings.

3. Choose the Advanced tab, and click the small pencil icon to edit in the Automation section.

4. Make sure the "Pre-fill forms with previously entered content" setting is turned off.

5. Click Save and Done when you're finished.

The following linked article provides even more info about the advanced settings in your account: How do I set my advanced account settings?

With this info you'll be able to enter one payee name at a time. Please feel free to reach back out if you have any other questions.

Sorry, my question is "How do I change the Payee autofill both their account and class?" not how to disable this feature. 

Thanks for getting to us here, Sandy Eggo.

As shared by my colleague Catherine_B above, the option to change the autofill info is unavailable. You'll want to try renaming the Downloaded Payee as a solution.

To learn more about the download bank transactions, please check out this article: Download bank transactions in QuickBooks Desktop for Mac.

In case you need help with other task in QuickBooks Desktop for Mac, you can visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials, and more.

You can also reply to this thread and we'll get back to help you out again. Take care and stay safe!

Hello @Sandy Eggo,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.

I did as instructed on my QuickBooks ONLINE "Accountant" login for all my clients.

It still does NOT work.

It creates a complete mess of user's books.

Why can't Intuit get there act togerther?

QuickBooks ONLINE is lousy.

I still only have praises for QB Desktop

Let's get you to the right support team, MartinLIF.

Since you've already followed the solution provided by my colleague in this thread, I recommend contacting our QuickBooks Live Team. That way, they can create a case to investigate the behavior of the program.

To get in touch with them, please follow these steps.

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. Click Contact Us.
4. Choose Start a chat or Get a callback.

I'm adding this link to help you categorize future transactions: Categorize and match online bank transactions in QuickBooks Online. 

Don't hesitate to post again if you have other QuickBooks concerns. I'm always right here to provide the information that you need.