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Anonymous
Not applicable

I can't change a Customer Name due "proper syncronization with your bank". I don't have online payments

 
5 Comments
QuickBooks Team

Re: I can't change a Customer Name due "proper syncronization with your bank". I don't have onlin...

I have some troubleshooting steps to resolve this, FSTC.

 

We can run the Verify and Rebuild Data. It helps identify any damage or error on your company file. You can follow these steps:

 

To run the Verify Data:

  1. Go to the File menu and select Utilities.
  2. Choose the Verify Data.
  3. If it finds an issue, you will be prompted to Rebuild Now or View Errors
  4. Select Close.

Then, let's run the Rebuild Data:

  1. From the File menu, select Utilities and Rebuild Data.
  2. Click OK on the pop-up. Follow the on-screen instructions to back-up your company file.
  3. Select OK when you see Rebuild has completed.

Once done, let's change again the customer's name. You should now be able to modify it. Reply anytime to this thread if you have other questions.

Anonymous
Not applicable

Re: I can't change a Customer Name due "proper syncronization with your bank". I don't have onlin...

Thank you for the response, but that did not help.  I still get this when I try to change the Name:

 

"To maintain proper synchronization with your bank, updates to Payee information, previously used for online payments, are limited to address and hone number ONLY.

If you need to update the Payee Name of Account Number, please create a new Payee"

 

 This only happens on 25 customers.  I was able to change the name on all other 3,370 customers.  (I am changing that field on all accounts to enable a proper download).  For those 25 customers, nothing looks different than all the others.

 

FSTC

Highlighted
QuickBooks Team

Re: I can't change a Customer Name due "proper syncronization with your bank". I don't have onlin...

Hi FSTC,

 

I want to make sure you'll get routed to the right support.

 

You'll want to contact our Customer Care Support to get this resolved. They can check your account and investigate further. Let me guide you through on how to reach them.

 

  1. Click Help.
  2. Click QuickBooks Desktop Help or press F1.
  3. Click the Contact us link at the bottom.
  4. Enter your question in the Ask us anything field.
  5. Click Search.
  6. Click Start a Message.

You can also read this handy article for more information about: Download Bank Feed transactions.

 

Feel free to check our page in case you need a future reference regarding banking: Banking and bank feeds.

 

Let us know if you have additional questions. The Community is here to help.

Anonymous
Not applicable

Re: I can't change a Customer Name due "proper syncronization with your bank". I don't have onlin...

There is no "Contact us" link at the bottom of the page.

Moderator

Re: I can't change a Customer Name due "proper syncronization with your bank". I don't have onlin...

Hi there, @Anonymous.

 

Thanks for taking the time posting here in the Community. Let me add a few tips to see the Contact Us link and make use of the help channels in QuickBooks.

 

You need to be on the Home Page or a specific window, like Customer Center, before clicking the Help menu or F1 to find the Contact Us link. After that, follow the steps provided by my colleague or go this link for visual reference: Contact the QuickBooks Desktop Customer Support Team.

 

Additionally, when you're on a certain page and you press F1, it will show you the list of articles related to that page.

 

I'm sure that a member of this team would be glad to assist you. Also, please know that the Community has your back and is always happy to help as well.

 

Feel free to let me know how it goes, or if you should need further assistance, by commenting below. Have a good one.

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