So every time I try to add a different payee to the bank transactions, it populates all the payees with the same name. See file for what I mean. I put Leanne Hunter in as the Payee and every PayPal payment incorrectly reflects Leanne Hunter's name. My auto fill is not selected so that is not the problem. I'm new to Quickbooks Online, havin
Glad top have you here, @Missi63,
The system use details available from PayPal to decide what category or details to assign to each transaction. The level of detail we are able to retrieve often depends on how PayPal has been used in each context. For example, how much detail a customer entered as they paid an invoice or how much detail a shopping card passed to PayPal.
If you need to remove entries with incorrect details in the bank feeds, you can exclude them in the For Review tab. Here's how:
Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.
If there's only 1 or 2 transactions, it’s easier to enter these manually to your PayPal account register.
Otherwise, you can contact Paypal to re-import the data. Also, you can get in touch with our Support Team to help you with getting the correct data. Here's how to contact us:
Let me know if you need further assistance with this. I'll be more than happy to share some more insights to help you. Have a nice day!
Thanks for coming back, Missi63.
It's possible that bank transactions may be auto-added and causes the payee's name to be duplicated in the Bank Feeds. To resolved this, we can exclude them and create bank rules that automatically categorize transactions for you (including the payee name). Here's how you can exclude the transactions:
Then, create bank rules that automatically categorize transactions for you. Let me show you how:
See the Setup bank rules to categorize online banking transactions in QuickBooks Online for the steps and details. Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Have a great weekend.
Unless I'm missing something I don't believe that I'm getting an answer to my issue. If I change the payee on a single transaction that has "PayPal" or "Square" as the source of funding, it populates every single entry with the same payee name. Please look at the file I'm attaching - this is happening to every transaction that I try to link to a customer's payment. I change the Payee to the customer's name and then every other transaction that uses Paypal populates with that customer's name. It's not correct. That customer isn't making every payment - only one. Maybe I'm not asking the question correctly but I don't believe the answers I'm receiving are relative to my issue.
We've got your back, @Missi63.
I appreciate you for attaching a screenshot and all the steps you've done in resolving the payee field populating with duplicate information concerns in QuickBooks Online.
In this situation, I'd recommend contacting our technical support. They can use the screen-share tool to help better isolate and identify the cause of this behavior. The steps below will help you get in touch with our Phone and Chat Support Teams:
Make sure to call them within business hours to ensure we cater to your concern immediately.
Feel easy to review these articles about PayPal and banking frequently ask questions in QuickBooks.
If you have further questions or how the call goes, let me know in the comment section. I'm glad to answer them all. Keep safe.