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Welcome to the Community, stacytouchstone-. I'd be more than happy to help you with adding a new payee.
I've reviewed our ongoing/solved investigations and can confirm there's currently no records of subscribers reporting that they can't create a new payee from their Vendors and Bill creation/editing screens.
I tested this myself in my test drive account and was able to add a new payee both ways. I've included a couple screenshots below showing my experience.
Vendors screen:
Bill creation/editing screen:
Since you're unable to add one from your Vendors and Bill creation/editing screens, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause problems on certain webpages. You can open a private window and try adding a payee again to see if it works.
Here's how to access incognito mode in some of the most commonly used web browsers:
If you're able to add a new one, it's safe to say your browser's causing this issue. You can fix it by clearing cached data and Intuit-specific cookies.
In the event you're still unable to add new payees, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
They can be reached while you're signed in.
Here's how:
Be sure to review their support hours so you'll know when agents are available.
I'll be here to help if there's any questions. Have a wonderful day!
I use a Mac and do not have a drop down box option under Payee to select "add new". Is this a problem with Macs?
Hey there, NextLevelCatapult.
Thanks for joining the conversation.
The steps to add a payee are a bit different in your Mac QuickBooks account than the ones mentioned above. No worries, I can show them to you:
The following linked article provides even more info about adding a customer, employee, or vendor in QuickBooks Desktop for Mac.
That will do it. With this info you'll be able to add a new payee to the system. Please let me know if you have any other questions.
Where do I find "Lists". I'm not seeing it.
The List tab is found in the top navigation menu of your QuickBooks Desktop account, NextLevelCatapult. It should be between "View" and "Favorites."
I'm here if you need assistance with anything else!
Hello, IndigoCard
there are some steps available, you need to try it.
1.From QuickBooks Online, navigate to the Banking tab and the For Review section.
2.Click the transaction you need to assign multiple Payees and select Split.
3.For each part of the split, enter a Category, a Payee, and the Amount. Click Save and add once finished.
Hello, IndigoCard
you just need to follow some steps is:
1.From QuickBooks Online, navigate to the Banking tab and the For Review section.
2.Click the transaction you need to assign multiple Payees and select Split.
3.For each part of the split, enter a Category, a Payee, and the Amount. Click Save and add once finished.
I have a similar challenge. I am unable to select the payee from the drop down menu on the Payee field when booking an expense transaction. It is blank.
I am on Quickbooks Essentials. I am a Windows User. I normally use Chrome or Mozilla to access quick books and none are working at the moment. Please assist.
Hi there, @COMMUNITAS. It's my priority to help you with selecting a payee's name from the Payee field when recording your expenses.
If I may ask, have you tried performing the basic troubleshooting steps suggested by ZackE above? If not, I recommend signing out and opening QuickBooks again to refresh the page. Then, try choosing or adding a payee's when on your expense transaction.
You can also access QuickBooks using a private browser to narrow down the result and free your window from the unexpected cache. Here are the keyboard shortcuts:
If it works fine, go back to your original browser and clear its cache to start fresh.
In case you're getting the same result, I suggest reaching out to our QuickBooks Online Support Team. A live representative can access your account securely and investigate this issue more closely.
I'm also adding this link for more hints and resources while working with your expenses and other vendor entries: Enter expenses, pay bills, write checks, and manage suppliers.
Please feel free to get back to me here for any additional questions about adding a payee's name for your expenses. I always have your back. Thanks for dropping in, and cheers for more success!
Hello Angelyn,
Unfortunately, the solutions you provided did not work. I have cleared the cache, used 3 other browsers, used incognito mode and I still have the same problem.
The online support team has not been helpful either. The call number provided is for the USA or a country I do not currently reside. I am in Kenya.
Hence please advise how can this be resolved.
Thanks
This happens when you have a slow connection .. just wait until QB loads your payee list.
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