cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

We have trouble getting updated payment names in quick book even though we updated in our bank account

 
1 Comment
Moderator

Re: We have trouble getting updated payment names in quick book even though we updated in our ban...

Hey there, ajit-kumar.

 

I want to make sure you can update the payment transaction names coming from your bank.

 

You can successfully change the transaction names by creating a bank rule. It'll save you time changing the details from your bank if you create a rule.

 

Here are the steps on how to create the rule:

  1. On the left navigation bar, click Banking.
  2. Go to the Bank Rules tab.
  3. Select New rule.

I've also attached an article below for your reference about creating a rule:

 

Banking rules and recognition for downloaded transactions.

 

The screenshot below will also show you the page where you can create the rule:

 

image.png

 

Just in case you need help from our Phone Support Specialists, you can reach out to them by clicking the support link below:

 

Get help with QuickBooks Online

 

Please let me know if you have additional questions or if I can be of any assistance. Wishing you all the best.

Need to get in touch?

Contact us