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Level 1

The payee is not automatically being uploaded as it once was? The payee is showing up under the description column? Is there a way to fix this?

 
1 Comment
QuickBooks Team

The payee is not automatically being uploaded as it once was? The payee is showing up under the description column? Is there a way to fix this?

Thanks for informing us about your concern, lhasty59.

 

Does this issue affect all the downloaded transactions or just a few? This will help me verify the cause of this and provide an accurate resolution for you.

Aside from that, please know that the information posted on your QuickBooks account depends on what your financial institution shares with us. And on how they are initially displayed on your bank’s website. To check, kindly log in to your bank’s website and verify how your transactions are posted. There might also be a setting you’ll need to check with, so the payee names will be added correctly.

 

In case there are changes about how your transactions are posted, I suggest contacting your bank. If there are no changes made, you can always give us a call. A banking specialist can securely access your account and see what’s causing this.

 

Here's how: 

  1. Go to the Help menu.
  2. Select Talk to a human.
  3. Type in your concern in the Type something field.
  4. Click the send icon.
  5. Choose I still need a human.
  6. Click Contact Us.
  7. Select the Send a message button.
  8. Enter the necessary details, then click Continue.

 


On the other hand, you can perform a manual update to see if the payee information will be updated. I'll guide you how:

  1. Go to the Banking menu and then select Banking.
  2. Click Update.
  3. Type in your Multi-Factor Authentication (MFA) credentials (Optional).
  4. Select Continue Update.

 

Additionally, you can also categorize your bank transactions in QuickBooks Online. This will help you in reviewing them to make sure your books are accurate.

 

I'll be around to help if you have other online banking concerns. You can click the Reply button to let us know. This helps us further assist you.

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