Quickbooks Mac 2022-2024 Bank Download, Payee and Account, Autofills/Pulls from WRONG LISTS

The program just keeps getting more wacky, pulling from lists in places where it should not happen. Went to write a check and wanted to type "Auto" in the No. field and no joke, it was autofilling with "other names" that started with "A"....

I acknowledge your feedback and recognize that it's a challenging experience for you and your business, @MissyP.

Let me provide ways to fix this situation. Let's first address the autofill issue by checking the Preferences to see if the pre-fill option is enabled. If it is, here's how we can turn it off: 

1. Click the QuickBooks menu, then select Preferences. 
2. Select Data Entry. 
3. Turn the Quick Fill transactions option to Off.

If the feature is already disabled, let's perform additional troubleshooting steps to determine if it's a company file or program issue. You can open the sample company file or run the verify and rebuild data to determine if the problem lies with your company file. To ensure your company file is free from any data damage.

For program issues, you can run QuickBooks Tool Hub to fix common problems when opening or working in the program. Then, ensure your QuickBooks Desktop for Mac is updated to the latest release and restart your computer to clear temporary files.

If the issue persists, I suggest contacting our QuickBooks Desktop Support. They have the tools to pull up your account and submit a ticket for further investigation by going to the Help menu and select QuickBooks Help.

You can also use this link to reach them outside QuickBooks: Contact us.

Additionally, you can visit this article that contains some topics and discussions to help you complete some of your QuickBooks tasks: QuickBooks Help Article.

I'm always here to help with any other questions you have about the pre-fill feature. Stay safe.

This is way beyond turning off auto fill ( which is turned off) That does nothing. In fact, the longer I've worked today, the worse it is getting. I am in Mac Desktop 2024 and it is fully updated. The one that just cost me $649 per year. I just referenced that this has been an ongoing issue since 2022 and I can't believe it hasn't been fixed yet. Internally, the coding of the program, it is pulling from the WRONG LISTS. If I am entering a check and I am trying to enter the account, as I am typing an account the starts with "F", for example, it pulls up a customer name in the account field. If I want to do a bank reconciliation, it pulls from the customer list instead of the reconcilable accounts. 

This is the bank rec pulling from the customer list when trying to type an account name in

This is a check pulling from the customer list when trying to type the account:

This is my sorted customer list, showing it is a customer.

This is a deposit showing that when you want to type a number, but there is a customer that starts with a number, it is still pulling  from the customer list.

I acknowledge the effort you exerted in adding all the screenshots concerning bank transactions and the preference for autofill options, @MissyP.

Let's turn around your experience by directing you to the most suitable support option. Thus, I recommend contacting our Technical Support Team so they can thoroughly examine your account settings and conduct additional investigations about the autofill functionality. Our phone support can check your account via a shared screen to determine the leading cause of the issue. 

1. From your QuickBooks Desktop account, click the Help menu at the top.
2. Click the QuickBooks Desktop Help menu and select Contact Us.
3. Provide information about this concern in the search box, then select Continue.
4. Sign in to your Intuit account and tap Continue. Afterward, select Continue with my account.
5. Please enter the code sent to you via email and select Continue.
6. From there, could you select how you want to connect with us? It’s either to chat with us or Have us call you.

On the other hand, you can refer to this article for their support hours and schedules to contact them at your convenience. This article also includes their contact number at the bottom of the page: Contact QuickBooks Desktop support.

Once fixed, you can check out these articles on categorizing your transactions and reconciling your account. Doing so will put your transactions in the correct category and avoid any discrepancies in your books: 

• Add and match transactions in QuickBooks Desktop for Mac 
• Reconcile accounts in QuickBooks for Mac 

Feel free to reply to this conversation if you require any additional help with your banking transactions or managing your account preferences. I am always available to assist you. Stay well!

Missy were you able to solve this problem? I am running into the exact same issue, as soon as I updated to the 2024 version on my Mac. It is extremely frustrating after paying almost $700 today when I was forced to upgrade to get my banking transactions to download. The old version was better. I’ve been searching for an answer for hours. 

I am having the same issue. It just started -- which makes me think it's something that has gotten corrupted in my file rather than innate to the program. Has anyone been able to successfully fix this issue? It really makes using the program untenable!

Dear @MichaelaS ,

I am having the same issue as the other users with my QB Desktop for Mac 2023. Autofill is turned OFF in Preferences / Data Entry. QB program is trying to autofill ALL fields (including the memo field) with items from the Chart of Accounts. This makes using the program untenable as every time I begin trying to type something it autofills with a COA line, which I then need to manually highlight and type over. 

I have followed some of your steps above. When I open a sample company file the program does the exact same thing, indicating it is NOT a problem with my local file but rather with the program itself.

Can you please advise how to fix this issue? This is really ridiculous!

I recognize your frustrations in dealing with the autofill issue in your QuickBooks Desktop for Mac 2023, @cleardharma. I appreciate you taking the time to follow the troubleshooting steps suggested and sharing your detailed experience with us.

Given that the problem persists even with a sample company and doing the necessary troubleshooting, I see that this is a deeper issue within the program. To ensure we address this effectively, I recommend reaching out to our  Phone Support team directly. They have the tools and expertise to dive deeper into this matter and provide a more tailored solution for you. You can follow the steps given by RoseJillB above to connect with them.

For future reference, you may visit some of our articles that can help you manage your transactions more effectively: 

• Add and match transactions in QuickBooks Desktop for Mac 
• Manage renaming rules for payee names in QuickBooks Desktop for Mac

We appreciate your patience and understanding. If you have more questions about any QuickBooks-related topics, always leave a reply below. We’re here to help.

@IntuitBrooks 

We need your insight into this issue.

to my fellow frustrated QB users (and staff): 

I had this same issue (see above) and was able to fix it on my own following these steps. It DOES seem like a weakness / bug in the program, as so many of us have this issue -- so I still urge QB / Intuit to find out what is causing this corruption with the files and FIX the darn issue! 

First, I verified and rebuilt the company file (here) as per @MichaelaS 's suggestion. This revealed that there was an issue with my company file, but did not fix the presenting problem we're having. 

The advice above to use the "Quickbooks Tool Hub" is useless, since that tool only exists for Windows users nd not Mac. Instead, I followed the instructions here, which I've copied below for ease. Note since those instructions were posted in 2023, a few things have changed: 

• depending on what version of OSX you're running, you may have a different process to boot in safemode
• The instructions he gives to find the System plist files are incorrect. Go to your MacHD, select Library / preferences. However, on my machine, there were no system plist files for intuit or quickbooks. [shrug]
• I deleted the application, emptied trash, and reinstalled it in safe mode just to be safe.
• (you can download QB for Mac here )

So far, this has fixed the problem. I will reboot in normal mode. If the problem recurs at some point, I'll return and post back on this thread. And if it does then it's DEFINITELY some weird weakness / issue in the software itself that needs to be fixed as this process is totally untenable as a regular fix!

QuickBook Tool Hub isn't available on MAC. But, let me show you what we can do to fix this.

Here's how:

1. We'll need to restart your Mac.
2. After that, download the latest version for Mac by clicking Help at the top right corner, then click Update QuickBooks.
3. Perform the Verify and Rebuild Utility.
4. Boot your Mac in Safe Mode. This is to shut down your Mac desktop, then press the power button of the Mac. And as you hear the startup sounds, quick;y long-press the "shift" key from the keyboard.
5. Once the Apple logo appears on the screen, remove your finger from the shift key.

Once done, remove PLIST Files from both the User and System. This will ensure that all data are free from any kind of errors. You can follow the steps below on how to perform this:

Delete User PLIST files

1. Navigate to the “Finder” menu situated at the top left corner of the Mac desktop.
2. Select the “Go” option followed by long pressing the “Options” button on your keyboard.
3. Select the “Library” option, and then choose the “Preferences” folder.
4. Look for “PLIST files” present next to the QuickBooks name.
5. Once found, move the files to the trash bin, and clear the trash folder as well.

Delete System PLIST Files

1. Navigate to the “Finder” menu situated at the top left corner of the Mac desktop.
2. Tap on the “Macintosh HD” option.
3. Select the “Go” option followed by long pressing the “Options” button on your keyboard.
4. Select the “Library” option, and then choose the “Preferences” folder.
5. Look for “PLIST files” present next to the QuickBooks name.
6. Once found, move the files to the trash bin, and clear the trash folder as well.

That’s it! Restart Quickbooks ... 

https://quickbooks.intuit.com/learn-support/en-us/other-questions/is-there-a-quickbooks-tool-hub-for...

Tagging @Nicole_N , @MissyP , @Howard Farm @On Beta 

We’re pleased you’ve joined the discussion here, Cleardharma.

Thank you so much for your proactive approach and the thoughtful solution you shared. We genuinely appreciate the extra effort you’ve put into addressing this issue. Your input is precious and will certainly help us improve our processes.

Additionally, if you want to create a company file backup for future data recovery. You can follow the steps outlined in this article: Back up your QuickBooks Desktop for Mac company file.

Also, you can enable electronic payments in QuickBooks Desktop for Mac, allowing your customers to pay you online. See this page for your guide: Turn on online payments in QuickBooks Desktop for Mac.

We’re grateful for your collaboration and commitment to finding a resolution. If there’s anything else you need or if you have further suggestions, please don’t hesitate to reach out.

No. And the answers from QB’s are usually useless. TBH, the last reply I received from them Irritated me so much, I’ve been ignoring notifications on this post until now. I see below there is process to delete PLIST files, which I tried to do previously and I couldn’t find any of said files. I will follow these instructions and try again, but it’s pretty ridiculous that THAT is what I have to do to get it to work when all of us who used 2021 know that it worked perfectly. I saw @IntuitBrooks was tagged. I’ve have seen their responses on other threads and they seem to actually get things done. 
@IntuitBrooksplease help!!! 

No. And the answers from QB’s are usually useless. TBH, the last reply I received from them Irritated me so much, I’ve been ignoring notifications on this post until now. I see below there is process to delete PLIST files, which I tried to do previously and I couldn’t find any of said files. I will follow these instructions and try again, but it’s pretty ridiculous that THAT is what I have to do to get it to work when all of us who used 2021 know that it worked perfectly. I saw @IntuitBrooks was tagged. I’ve have seen their responses on other threads and they seem to actually get things done. 
@IntuitBrooks please help!!! 

We had a bug open for this long ago but were then unable to reproduce it and eventually the bug got closed. Obviously it is still happening for you and others. Now what's needed is to figure out how to reproduce it here so that we can debug it and learn more.

Usually issues with the comboboxes are due to a change in the underlying macOS API and occur when a new version of macOS comes out. The combo boxes in QuickBooks "extend" the functionality of the macOS NSComboBox API.  They extend that functionality a lot.  So the issue may not have been introduced in a particular QuickBooks version but rather when a particular macOS update happened. Not that this matters really - we just need to reproduce it here so we can fix it.

Please use QuickBooks->Feedback to contact us. Put a link to this forum thread in the feedback along with an email address where we can contact you.  We'll follow up and request info.

Another thing to try is navigating the Download Transactions Window a different way.  For instance if you are tabbing through the fields try clicking in the fields with the mouse. See if that makes a difference.  We'll still want to fix it but maybe this gets you a work around while we try?

Thanks and sorry for the issue.

I keep getting an error message when trying to submit info via "Quickbooks feedback".

We received a message with an email. Will reach out via that email - thanks!

We've been able to reproduce this. It seems to be something that happens once the sort order of the Download Transactions window has been changed (for instance by clicking on the Account column header text to sort ascending by Account). 

A work around might be to quit quickbooks and throw away the preferences file (as discussed previously) then take care not to change the sort order of the Download Transactions Window table.  I'm not 100% sure that will avoid the issue but its worth a try....

We'll work on fixing the bug here now that we can reproduce it.

No fix yet but the issue is tied to the sort order in the Download Transactions Window. If the sort order is "Account" the error occurs. A workaround might be to set the sort order to Date by clicking in the Date column header.

If it still happens removing the preference files should reset it to the default sort order:

1. Quit QuickBooks

2. In the macOS Finder, hold the option key and select the main menu Go->Library. 

3. In the Library window double click on the Preferences folder to open that.

4. Sort that folder by Name by clicking in the column title. Drag all files that start with com.intuit.QuickBooks... to the trash. 

5. Close the Finder window and relaunch QuickBooks Mac. 

Hey @IntuitBrooks......just checking in on this. Having a frustrating time as I had a huge download to do and it is getting super wonky.

I've checked multiple times regarding the files that if deleted fix it, but I don't have any of the files in my library, and not sorting doesn't really help. It eventually starts populating from the wrong list and autofilling with accounts.

Please advise! Thanks...

Hey @IntuitBrooks The downloaded transactions function seems to be working much better after the last update. I am not sorting the list just to be safe, but after multiple downloads, I have not had the autofill/pulling from wrong lists issue. Thanks you!