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When I look under Expenses it doesn't show company memo or payee..only the date, type, category. I've clicked the checkmarks in the setting toggle but nothing shows up?

 
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Moderator

When I look under Expenses it doesn't show company memo or payee..only the date, type, category. I've clicked the checkmarks in the setting toggle but nothing shows up?

That's an unusual behavior, lauren32.

 

I've tried to filter the columns here on my end and all of it appeared.

 

Let's try using a private browser when logging in to your account. Go back to the Expenses window if you can now see the columns. If it works, proceed and clear the cache in the one that you're currently using. Just press Ctrl + Shift + N on your keyboard to go incognito.

 

Here's the clearing temporary internet files and cache article for detailed instructions. You can also try to use a different supported browser.

 

Stay in touch if you need further assistance, I'll be here to help.

Highlighted
Level 1

When I look under Expenses it doesn't show company memo or payee..only the date, type, category. I've clicked the checkmarks in the setting toggle but nothing shows up?

I tried clearing but it's still not showing up... 

Here's a screenshot and as you can see there's no info about what the expense is. 

Highlighted
Moderator

When I look under Expenses it doesn't show company memo or payee..only the date, type, category. I've clicked the checkmarks in the setting toggle but nothing shows up?

Thanks for your quick response, lauren32.

 

I appreciate you for trying the recommended troubleshooting shared by my colleague above. Along with the details, the screenshot you've provided is helpful for me to better isolate this one.

 

I would like to share additional insight in recording transactions in QuickBooks Online. The expense and check can be saved without payee as long as we enter at least one line item with its amount.

 

We can try to open them one by one to see if we have selected the name of the payee in the Payee field to this transaction. Whatever details we entered there will automatically generate under the Expenses tab, depending on what columns we toggle in the setting. 

 

Please give me an update on how it goes. Know that I am always here to help you together with my colleague. Ping me in if you have additional questions. Take care!

Highlighted
Level 1

When I look under Expenses it doesn't show company memo or payee..only the date, type, category. I've clicked the checkmarks in the setting toggle but nothing shows up?

Hi, I'm not quite sure what you mean by "open each transaction to see if we have selected the name of the payee in the Payee field to this transaction"? 

 

If I go to transactions that have been reviewed there is nothing under payee. I have to manually add and nor does it automatically populate. So are you saying I have to literally type again each payee when it's located under the "description" already? 

 

I can't believe the payee wouldn't automatically populate under all expenses? 

Also, the payee is showing up under Description on my end and when I look under the expenses area to filter by category Description isn't even showing up? 

 

Highlighted
Moderator

When I look under Expenses it doesn't show company memo or payee..only the date, type, category. I've clicked the checkmarks in the setting toggle but nothing shows up?

Thanks for getting back to us, @lauren32.

 

QuickBooks Online remembers payees based on an expense's description, so once you input the Payee and receive a similar expense in your bank feeds in the future, it will look for similar transactions and try to pull the same payee. That being said, you will have to input the payee at least once before QuickBooks can remember it in the future.

 

If you'd like to learn more about how Bank Feeds works in QuickBooks Online, I recommend checking out: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online

 

Let me know if you have any additional questions. I'll be here to help. Have a great week!

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