Importing downloaded transactions SUPER slow & QB messing up Payee names

I can see your challenges importing your downloaded transactions, 8110Bookkeeping. I'll ensure to help you fix this.

Let's ensure that QuickBooks is updated to the latest release so that your software is up-to-date and has the latest features and fixes. 

Also, you can run the verify rebuild utility tool. This will help resolve commonly known data issues with your company file.  

 Follow these to verify data:

1. Select the Window at the top menu bar, then hit Close All.
2. Open the File menu and select Utilities.
3. Click on Verify Data.

On the other hand, here's how to rebuild data:

1. Select the Window at the top menu bar, then hit Close All.
2. Open the File menu and select Utilities.
3. Click on Rebuild Data. 

For more information, check this article to learn more about the process: Verify and Rebuild Data in QuickBooks Desktop.

Regarding the messing payee, you'll want to check if there's a bank rule. QuickBooks will use the name in this field to rename automatically to match a transaction. Here's an article for more details: Use Renaming Rules for Bank Feeds.

Moreover, I'll share these resources for additional reference when managing bank transactions:

• Add and Match Bank Feed Transactions in QuickBooks Desktop
• Fix Web Connect Import Errors

You can always ask follow-up questions if you need more help with QuickBooks. We're always here to guide and assist you all the way. 

I can see your challenges importing your downloaded transactions, 8110Bookkeeping. I'll ensure to help you fix this.

Let's ensure that QuickBooks is updated to the latest release so that your software is up-to-date and has the latest features and fixes. 

Also, you can run the verify rebuild utility tool. This will help resolve commonly known data issues with your company file.  

 Follow these to verify data:

1. Select the Window at the top menu bar, then hit Close All.
2. Open the File menu and select Utilities.
3. Click on Verify Data.

On the other hand, here's how to rebuild data:

1. Select the Window at the top menu bar, then hit Close All.
2. Open the File menu and select Utilities.
3. Click on Rebuild Data. 

For more information, check this article to learn more about the process: Verify and Rebuild Data in QuickBooks Desktop.

Regarding the messing payee, you'll want to check if there's a bank rule. QuickBooks will use the name in this field to rename automatically to match a transaction. Here's an article for more details: Use Renaming Rules for Bank Feeds.

Moreover, I'll share these resources for additional reference when managing bank transactions:

• Add and Match Bank Feed Transactions in QuickBooks Desktop
• Fix Web Connect Import Errors

You can always ask follow-up questions if you need more help with QuickBooks. We're always here to guide and assist you all the way. 

I am definitely on the most current version.

I will try the verify rebuild utility tool and see if it helps.  Of course, I will have to do this individually for all 20 of my company files, so it'll take a while to see if it's the fix.

You have misunderstood my issue re: the payee name.  It has nothing to do with anything QB is filling in via a "rule".  Something in the functioning is messed up.  QB fills in the first name on the vendor list starting with the first letter I type and then SKIPS TO THE END of the vendor name as if I have accepted/pressed tab to select that vendor.  This doesn't happen 70% of the time.  It works just fine a lot, allowing me to type in the vendor name letter after letter until I enter or tab to accept that vendor name.  Then sometimes it freaks out and stops doing that. So 30% of the time it chooses the vendor for me, enters it completely, puts my cursor at the end of the name and I have delete all the incorrect letters type the next, then delete all the incorrect ones of the next vendor that happens to start with those 2 first letter, etc.  Or use the drop down menu exclusively to fill in my vendor.  Once I switch to another company file or close QB completely and reopen, it has usually fixed this and won't do it again for a while.

I have the exact same issue and it drives me CRAZY.  On my downloaded transactions, when the payee does not autofill.  I start typing the vendor name and QB automatically enters a vendor with the same first letter than I have to backspace to delete that vendor and attempt to do it again. Most of the time, it does the same thing again so I have to enter the correct vendor after the filled in vendor and then delete all of the other letters.  

Hi there, @Kim3.

Thank you for sharing the workaround to ensure your downloaded banking transaction has the correct name of a vendor. Now can you tell me if you've got the same results after following the suggestions discussed by my colleague above?

If yes, recommend contacting our Customer Care Support. You can work with one of our specialists in creating a ticket to let our engineering team investigate the root cause of why such a problem is persisting. To do so:

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter a few words describing how the payee name field of your downloaded transactions is not working as expected in the What can we help you with? text area.
5. Select Continue.
6. Click Chat with us or Have us call you to connect with our team online.

Let me know how it goes in the comments below. Don't forget to include my name, @JonpriL, in your reply so that I can get back here and answer all your concerns about QuickBooks. Stay safe!

I am having this same issue and have been for months.  Takes forever to import transactions and then when I start typing the vendor (known vendors in my list) it autofills with account names, not vendors.  I can't find a resolution online so I manually copy and paste each one to get around it.  Terribly slow but I also do not want to switch to the online. version.  

The same thing is happening to me and it's bogging down my system and making me go at a snails pace. Does anyone have a fix for this this issue?

Thank you for taking the time to contact us regarding your concern about importing banking transactions, BTMAdmin. I appreciate the opportunity to assist you in improving the performance of working with banking transactions in QuickBooks.

Slowdowns in QuickBooks can stem from various factors like hardware limitations, unmet system requirements, and large data files. This can also specifically impact certain features, like Bank Feeds. That may explain why you're experiencing lags when managing bank transactions.

To help troubleshoot and resolve unexpected issues and performance problems in QuickBooks Desktop, let me provide you with some recommended steps to try.

You can use the QuickBooks Tool Hub. This helps us identify and fix small data errors that can be causing the forms to not show up. Let me show you how:

1. Download the most recent version (1.6.0.3) of the QuickBooks Tool Hub. 
2. Open the file you downloaded (QuickBooksToolHub.exe). You can look it up in your Downloads folder or in the location you selected when you downloaded it.
3. Follow the on-screen steps to install and agree to the terms and conditions.
4. Double-click the icon on your Windows desktop to open the tool hub.
5. Once opened, look for Program Problems, then select Quick Fix my Program.
6. Start QuickBooks Desktop and open your data file.

For additional details on using the QuickBooks Desktop Tool Hub to fix various errors and data issues, feel free to check out this article: Fix Common Problems and Errors With the QuickBooks Desktop Tool Hub.

In addition, here are a couple of helpful articles for more guidance on importing banking transactions into QuickBooks:

• Refresh Your Connection For Express Web Connect Online Banking
• Error: Nothing Imported After Importing A Web Connect (.qbo) File

Please don't hesitate to reach out to the QuickBooks Team again if you require any further assistance with importing bank data, BTMAdmin. We're always available to provide ongoing support and make sure everything is taken care of.

Since you've posted this, have you found a fix to this problem?  If so, do you mind sharing it?

Hello, have you found a fix to this problem?  My issue is under the "account" name feature.  I type in the first letter of an account on my list, and the text replacement fills in a vendor name not an account name.

Hello, have you found a fix to this problem as of yet?  If so, can you share it with me?  My problem is in the account column.  I type in the first letter of the account I want, and it replaces it with a vendors name. 

Thanks for reaching out, Vincent. Let me provide you with the steps to get around this issue.

To address the unexpected problem of your account name being replaced with a vendor's name when typing on the search bar, let's troubleshoot using the QuickBooks Tool Hub. Here are the steps to follow:

1. Download the most recent version (1.6.0.3) of the QuickBooks Tool Hub. 
2. Open the file you downloaded (QuickBooksToolHub.exe). It's located in your Downloads folder or in the location you selected when you downloaded it.
3. Follow the on-screen steps to install and agree to the terms and conditions.
4. Double-click the icon on your Windows desktop to open the tool hub.
5. Select Program Problems, then click Quick Fix my Program.
6. Start QuickBooks Desktop and open your data file again.

For more detailed instructions on using the QuickBooks Desktop Tool Hub to resolve various errors and data issues, you can refer to this article: Fix Common Problems and Errors With the QuickBooks Desktop Tool Hub.

Additionally, if you need guidance on importing banking transactions in the future, check out this article: Refresh Your Connection For Express Web Connect Online Banking.

You're always welcome to return to this thread if you need more assistance with your accounts list. I'll be available in the community space to promptly help you out. Take care!

I'm using a Mac, can you please send the Quckbooks Tool Hub link for the Mac?

thank you

Im using a Mac, can you please send the QB Tool Hub link for Mac?

thank you

Hello there, Vincent. Thanks for coming back to the thread.

In QuickBooks Desktop (QBDT), having the option to have the QuickBooks tool hub for Mac is unavailable. Please note that the QBDT tool hub is designed and used for Windows operating systems.

However, since you're using a Mac, we can verify and rebuild data in your company file. This fixes errors and other issues you're experiencing in QuickBooks Desktop (QBDT). To do this, follow the steps below.

1. Go to the File menu.
2. Select Utilities.
3. Click Verify Data. Then, select OK to close all windows.

If there are still problems with your company file, you'll have to rebuild it.

Here's how:

1. Go to Files, then select Utilities.
2. Choose Rebuild Data, and then click OK.
3. Tap OK to make a backup to prevent data loss along the process.
4. Click OK to continue the rebuild process.

For a more detailed process, check out this article: Verify and Rebuild Data in QuickBooks Desktop.

Furthermore, here's an article you can browse just in case you need a guide on how to back up your accounting data in QuickBooks Desktop: Back up your QuickBooks Desktop company file.

You can always count on me if you need further assistance with your company data. I'd be glad to assist you at any given time.