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thecarrs-fix-net
Level 1

I write a check to [name removed]. When I go to Banking" to reconcile, a different name shows up. How do I get QBO to recognize the name on the check?

 
2 Comments 2
Rasa-LilaM
QuickBooks Team

I write a check to [name removed]. When I go to Banking" to reconcile, a different name shows up. How do I get QBO to recognize the name on the check?

Thanks for dropping by the Community, thecarrs-fix-net.

 

The data QBO receives is dependent on what your financial sends over to us. I suggest checking the mapping of the entries before downloading them into your company.


To clarify, are you trying to match the check on the Banking page? If yes, let’s update the category and type the correct information. This is to ensure QuickBooks recognizes the transaction, and you can easily reconcile it.

 

Here’s how:

 

  1. Go to the Banking menu on the left panel and pick the Banking option.
  2. Select the bank you’re working on from the list of accounts.
  3. Choose the For Review tab and click your mouse to the check to expand the line.sample check.png
  4. Click the Vendor/Customer drop-down and pick the correct name.sample check 1.png
  5. Update the fields if necessary.
  6. Press the Add button to save the changes.

After following these steps, the check will show the right name and posted to the correct account. The following guide provides more insights about the process: Categorize and match online bank transactions in QuickBooks Online.sample check 2.png

 

 

However, if you're working in the bank register, all the entries listed are added into the account. If it shows the incorrect name, click on it to expand the line. From there, input the correct one.sample check 3.png


Once done, you can now start reconciling the account. Additionally, this article contains tips and a video tutorial about the reconciliation process: How to Reconcile an Account in QuickBooks Online.


Don’t hesitate to visit the Community again if you need help while working in QuickBooks. I’ll be glad to assist further. Have a great rest of the week.
 

Rasa-LilaM
QuickBooks Team

I write a check to [name removed]. When I go to Banking" to reconcile, a different name shows up. How do I get QBO to recognize the name on the check?

Greetings, thecarrs-fix-net.

 

Have you tried performing the resolution I shared? I want to know if QBO gets to recognize the name on the check. I want to ensure you can reconcile the transaction seamlessly.

 

Reach out to me again if you need more help with QuickBooks. I've always got your back. Have a great day.

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