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8
8110Bookkeeping
November 2, 2022
Question

Importing downloaded transactions SUPER slow & QB messing up Payee names

  • November 2, 2022
  • 19 replies
  • 116 views

For a few months now this process has been EXCEEDINGLY slow.  When I pick the file to import it often takes QB 5-7 minutes of the "spinning wheel" before it opens up the transaction list.  Last year this took at most 30 seconds.  It is slower for imports with more transactions but I never have "lots".  I had 80 yesterday and it took 7 minutes until it populated the screen so I could start selecting/adding transactions.

 

Then once I am working through the transactions QB doesn't let me fill in the "Payee" name correctly sometimes.  Often, after I have added a few payees successfully, QB will start entering the first payee in my list beginning with the same first letter and then go to THE END of the payee name.  Making me have to delete the other letters to keep typing in my choice, or go to the dropdown list which it generally starts at "A" not the first letter I have used.  Example:  The vendor is Wells Fargo, they are in my list, there is nothing in the "Payee" field for the transaction.  I start typing "W" in and QB fills in Wal-Mart from my list and the cursor goes to after the "t".  QB does not highlight Wal-Mart like it used to and change the vendor when I type the "e" after "W".  I type "W", it fills in Wal-Mart, I type "e" and now the vendor is Wal-Marte.  QB often also doesn't then recognize an existing payee from my list.....I have to use the drop down and scroll through all of them...it doesn't just give me "W" choices.  These two things have made importing my transactions MASSIVELY slower and SUPER frustrating.  I have called and talked to your support and they said I should turn off auto-fill.  I did.  It made no difference.

 

 

 

Pretty sure this started when I was forced to move to the subscription model "upgrade" for QB2023.  QB2019 worked just fine...until they disabled the ability to import your transactions so I have to buy a new desktop version every year now.  I feel like Intuit is doing this on purpose to make the desktop experience worse so I will migrate to Online (which I enjoy using even less!!)  That's how cynical I have become with Intuit's lack of interest in supporting their customers.

 

Anyone else experiencing either of these two issues?

(PS The online tool for asking this question "autosaved" my work a few times while typing this the first time.  Then when I added the screen shot deleted the entire thing.  No "saved" text any more.  Had to retype.  Sigh.....)

19 replies

L
lin_jcaj
Level 9
November 2, 2022

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:

 

 

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. 

L
lin_jcaj
Level 9
November 2, 2022

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:

 

 

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. 

8
8110BookkeepingAuthor
November 4, 2022

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.

F
FaithA
Level 1
July 13, 2024

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!

V
vincentfd1980
July 13, 2024

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

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