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Laurasix
Level 1

Adding a name in Customer field in Bank Transactions

I'm recording some transaction from my Bank Account and adding names/customers on my deposits.  The only problem is, when I add a name, it adds the same name to all the transactions/deposits!!!!   I can't figure it out.  Like it's a "rule", but it's not a rule.  Every time, same thing.  Any suggestions?  What am I doing wrong?  Its putting the same customer on all my deposits!  uggg.

Solved
Best answer September 28, 2023

Best Answers
RoseJillB
QuickBooks Team

Adding a name in Customer field in Bank Transactions

I have the steps you can take to avoid assigning the same customers to all your bank deposits in QuickBooks Online (QBO), @Laurasix.

 

QuickBooks carries a feature that allows the customer to save time in assigning customers to their bank transactions from their bank feeds. This is why, regardless of whether you don’t have rules created for this transaction, the application will automatically add the same customer if detected with the same bank details.

 

To prevent this from happening again, you can follow these guidelines accordingly:

 

  1. Go to the Banking menu, then the Banking tab.
  2. In the For Review section, click the small Gear icon.
  3. From there, uncheck the Enable suggested categorization.
    bank deposit1.PNG

     

After that, I have a set of articles that you can use to organize your transactions and reconcile your account. By doing this, you can classify your transactions correctly and prevent any discrepancies in your books:

 

 

Let me know if you have more concerns about bank transactions. I’ve always got your back.

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3 Comments 3
RoseJillB
QuickBooks Team

Adding a name in Customer field in Bank Transactions

I have the steps you can take to avoid assigning the same customers to all your bank deposits in QuickBooks Online (QBO), @Laurasix.

 

QuickBooks carries a feature that allows the customer to save time in assigning customers to their bank transactions from their bank feeds. This is why, regardless of whether you don’t have rules created for this transaction, the application will automatically add the same customer if detected with the same bank details.

 

To prevent this from happening again, you can follow these guidelines accordingly:

 

  1. Go to the Banking menu, then the Banking tab.
  2. In the For Review section, click the small Gear icon.
  3. From there, uncheck the Enable suggested categorization.
    bank deposit1.PNG

     

After that, I have a set of articles that you can use to organize your transactions and reconcile your account. By doing this, you can classify your transactions correctly and prevent any discrepancies in your books:

 

 

Let me know if you have more concerns about bank transactions. I’ve always got your back.

Laurasix
Level 1

Adding a name in Customer field in Bank Transactions

Thank you!  I'll go try that right now.  Also, thanks for the links.

Candice C
QuickBooks Team

Adding a name in Customer field in Bank Transactions

Hey there, @Laurasix

 

Thanks for coming back on this thread. 

 

You're welcome! 

 

If you have any trouble along the way, reach back out and let us know. Have a wonderful day! 

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