I appreciate you taking the time to reach out about your concern when making a deposit, cesra. Let's ensure we sort this out so you can select the existing customers in your QuickBooks Online account.
I've also tested this functionality in my own QBO account and it was working as expected.
However, accumulated data and other browser-related issues can lead to unexpected results when performing certain tasks in QBO. This can be the reason why you can't see the names when using the Split function.
Allow me to provide troubleshooting steps that can resolve browser issues when working in QBO.
First, make sure to use a supported, up-to-date browser.
Second, follow these steps that can resolve browser-related issues when working in QBO:
- Try using a private or incognito browser.
- Restart your browser.
- Clear your browser's cache.
- Add Intuit as a trusted site.
After that, go back to the transaction and check if you can already use or select the name of the customer.
Feel free to check out these banking-related articles as additional resources when using the online banking feature:
Feel free to reply to us again if you have other questions when downloading bank transactions and assigning categories to them. You can also visit us anytime you need further help with QBO. We're here to assist you whenever needed.
