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wowstudio
Level 1
posted
‎November 11, 2023 01:05 PM
last updated ‎November 11, 2023 1:05 PM

QB Desktop Mac - System using GL Account database instead of Vendor database when entering credit card transactions

This problem started when I upgraded to 2023 and has continued to persist with 2024 version.  I have loaded, reloaded, shut down, restarted, and run the utilities multiple times. None of these prior suggestions solved the problem.

 

When I download credit card expense transactions and go to enter the Payee name, the system quick fills a GL account.  As an example, I want to enter Dolcessa, and as soon as I enter the D, Distribution Account pops up.  This happen regardless of whether Quickfill transactions is ON or OFF. 

 

I have two time consuming workarounds - I either delete everything but the D in the example above and when I enter the o, the correct name fills.  In other cases it goes through multiple gl accounts until there are no other GL options.  The alternative is to keep the Vendor list open and copy and paste each time.

 

I've lived with this for over a year, and am totally frustrated.  This is a week-end job for me and so the lack of week-end support has led me to live with this far too long.  Does anyone have any ideas of how to fix?  Or a QB support person that I can email with to try to get to a solution?  I assure you this is a system problem and not user error.   Thank you.

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1 Comment 1
MirriamM
Moderator
Moderator
‎November 11, 2023 06:08 PM

QB Desktop Mac - System using GL Account database instead of Vendor database when entering credit card transactions

Hi there, wowstudio.

 

Thank you for reaching out and performing some troubleshooting steps to resolve the issue regarding QB Desktop for Mac using the GL Account database instead of the vendor database. I understand that you want to ensure this issue is resolved as soon as possible.

 

Since the issue persists even after trying some troubleshooting steps, the best course of action would be to contact our Customer Care Support Team. They have the necessary tools to pull up your account in a secure environment and perform a screen-sharing session to take a closer look and come up with a fix.

 

To reach them, here's how:

 

  1. On your QuickBooks account, go to Help.
  2. Select QuickBooks Help.
  3. Choose QuickBooks Desktop Help. 
  4. Click Contact Us. 
  5. Follow the onscreen instructions.

 

You can also visit this link to get more information on how to contact them and go to the Contact QuickBooks Desktop for Mac section: Contact QuickBooks Desktop support. Ensure to review their support hours to know when agents are available.

 

For future reference, here's a guide you can check to learn more about QuickBooks Desktop for Mac: QuickBooks Desktop Mac User’s Guide.

 

If you have any further questions or concerns while using QuickBooks Desktop for Mac, please feel free to leave a comment below. I'm here to help you out. Have a great day!

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