Add details about who paid you or who you paid in QuickBooks Online

Learn how to use the From/To (in Business view) or Payee (in Accountant view) field to complete your bank feed transactions by adding info about who paid you or who you paid. 

After you connect your bank and credit card accounts, QuickBooks automatically downloads the latest transactions. It then tries to match them with transactions you've already entered into QuickBooks. 

The Bank Description/Bank Detail column includes some transaction info on who you paid or who paid you. It may be a name, a partial name, or sometimes a number that represents the vendor or customer. 

But these bank details can't be used to run reports or generate 1099s for contractors, and may sometimes be incomplete. Bookkeeping best practices recommends including a vendor or customer name in the From/To or Payee field for each transaction. For example, the bank detail might say something like “INTU QUICKB.” But to keep track of your subscription payments for QuickBooks, you’d want to use the full vendor name, like “Intuit” or “Intuit QuickBooks.”

QuickBooks suggests adding name for Who did you pay and Who paid you to:

• Help your tax accountant prepare your annual filing.
• Build accurate and insightful customer and vendor reports, so you know more about your income and expenses.
• Run 1009s for any contractors you hire.

QuickBooks may suggest names for transactions based on rules you set up, or based on the names that you and others have added to similar transactions.

Find out how to Edit, delete, and restore payees.