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Level 1

When updating the banking, the Payee information is no longer populated automatically

 
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Moderator

When updating the banking, the Payee information is no longer populated automatically

Hi there, @lbehney.

 

Welcome to the QuickBooks family. Let me assist you with your banking concern in QuickBooks Online.

 

If you're using bank rules, I recommend you start by reviewing the existing information. This way, we'll be able to determine if there are any changes to the details.

 

  1. On the left navigation bar, click Banking.
  2. Go to the Rules tab.
  3. Search for the rule.
  4. Press Edit below the Actions column. 
  5. Review the information.
  6. Hit Save.

If you don't use rules, please be advised that the information uploaded in QuickBooks depends on what your bank shares with us. I suggest you log in to your bank's website and check how the payee information reflects.

 

I've also attached an article you can use to import bank transactions manually into QuickBooks: Manually upload transactions into QuickBooks Online.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

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