Question

Importing downloaded transactions SUPER slow & QB messing up Payee names

Forum|Forum|3 years ago
November 2, 2022
19 replies
100 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.....)

QuickBooks Desktop

L

lin_jcaj

Level 9

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:

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

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

Select the Window at the top menu bar, then hit Close All.
Open the File menu and select Utilities.
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

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:

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

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

Select the Window at the top menu bar, then hit Close All.
Open the File menu and select Utilities.
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

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.

D

das-compost

Hello there, Vincent. Thanks for coming back to the thread and clarifying what you're using.

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 process resolves errors and other issues in the software. To do this, please follow the steps below.

Go to the File menu.
Select Utilities.
Choose Verify Data, then click OK to close all windows.

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

Here's how:

Go to the File, then click Utilities.
- Choose Rebuild Data, then select OK to close all windows.QuickBooks will ask you to make a backup before rebuilding your company file, select OK. If you don’t want to do a backup, choose Cancel to continue rebuilding your company file. If you haven’t set up any backup preferences, QuickBooks will ask you to update them. Click the Backup Preferences and edit as needed, then select OK.
- When the backup's finished, select Show in Finder to locate the backup or select OK if you’re done.
Once the rebuild's finished, select OK.

For a more detailed process, check out this article: Verify and rebuild data in QuickBooks Desktop for Mac.

Furthermore, here's an article you can browse just in case you need a guide on backing 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.

This worked on my Mac version. Thank you so much! That has been really frustrating!

V

vincentfd1980

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

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