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mhockman9111
Level 1

Quickbooks routinely makes wrong suggestions for payee name and account. I turned off suggestions in the settings as instructed but they still show up wrong. ???

 
1 Comment 1
MsNorthPND18
QuickBooks Team

Quickbooks routinely makes wrong suggestions for payee name and account. I turned off suggestions in the settings as instructed but they still show up wrong. ???

You're experiencing a glitch or browser issue when turning off the suggestions in the settings with your QuickBooks Online (QBO) account, Mhockman9111.  I'll guide you through some troubleshooting steps to assist you in resolving this issue with your transaction.

 

Before you begin troubleshooting, please note that QuickBooks automatically applies your predefined rules to transactions listed in the For Review tab. It is essential to review these transactions daily to ensure accuracy and consistency.

 

To help resolve your current issue, I suggest opening a private browser window to reconnect your account. This approach will assist in determining whether the problem stems from your browser. Here’s how to proceed:

 

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Internet Explorer: Press CTRL  Shift P
  • Safari: press Command Shift N

 

If you're able to successfully turn off suggestions using a private browser, you may need to clear the cache of the regular browser you're using.

 

If the issues persist, I suggest contacting our live support team so they can further run a series of tests to know the root cause of why it's still showing the wrong payee name and account.

 

Here's How:

 

  1. Go to the Help icon in the top right-hand corner.
  2. Select Search and open any article, then press the Contact Us button.
  3. Select a topic or enter your question in the box and hit Continue.
  4. Choose the best way you'll want to reach out to us.

 

They can accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

 

Check out this article for more information on how to categorize entries: Categorize and match online bank transactions in QuickBooks Online.

 

My colleagues and I are always here to help with any questions you may have about the Banking feature or any other concerns related to your account. Please don't hesitate to leave a reply below, and we will respond as quickly as possible. Wishing you a wonderful day ahead!

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