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Join nowHello there, @Willco.
I'm here to drop a few details about the converting limitation from QuickBooks Desktop to QuickBooks Online.
Some data, such as payee fields, couldn't be transferred to QuickBooks Online. As a result, we should manually enter the payee of each deposited transaction.
Here's how:
Go to the Accounting tab on the left navigation bar.
Select the transaction and hit View Register.
Click Add deposit dropdown arrow and select the transaction you want to add.
Click the add Payee name and other details needed.
Hit Save.
For your reference, see this screenshot below:
To learn more about the limitations, please check out this article: What data doesn't convert from QuickBooks Desktop to QuickBooks Online?
I added this link for the common question about converting your account from QuickBooks Desktop to QuickBooks Online.
If there's anything else you need help with, please reach out to me. I'd be sure to jump in as soon as I can. Thanks for posting, and have a great day.
I have a relatively small number of "payees" that need to be associated with the deposits going back over 10 years in QBD. QBO does have all these "received from" payees in its database, because I can see the list of them when I go to manually enter a "received from" payee for a deposit, so I know they are there.
Over time I have always assigned deposits from specific source X into specific account X in the account list.
Since the deposits coming from "payee" source X are always assigned to account X in my accounting, is there a "rule" function that I could use to tell QBO to go back in time and insert the name of source X in the payee field for all deposits showing account X in the account field? Can a rule go back in time that way?
Also, can I assume that going forward QBO will automatically populate the payee field with the bank's wording for the source of the deposit, when deposits are downloaded into the QBO check register?
Thank you for getting back to us here in the Community, @Willco.
I'm here to answer your questions about the bank deposits and rules for the past and future bank transactions using QuickBooks Online (QBO).
I want to answer your first question about the old transactions going back for the past ten years. QBO rules don't apply to past transactions. You can follow the steps provided above by one of my colleagues ChristineJoieR, to update or edit previous bank deposits.
You can add rules to auto-populate the payee field for future transactions. Follow the steps below to create a rule.
QuickBooks automatically applies your rules to transactions in the For Review tab. These are the ones you should review on a daily basis.
You can check the transactions by running a report in QBO and customize it to see the details to add.
Let me know if you have additional questions about bank transactions. You can click the Reply button below. I'm always here to help. Have a great day.
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