Thanks for alerting me about this concern, @matt6.
When you’re busy managing a business, the last thing you should have to worry about is missing information from your downloaded bank transactions. Let’s fix this and get it updated.
Are you not seeing the Payee information in the For Review tab? If so, are all the downloaded transactions affected with it or just a few? This will help me narrow down the cause of this issue and provide a permanent resolution for you.
Please be advised that the information posted on your QuickBooks account depends on what your bank or financial institution shares with us. And on how they are initially displayed on your bank’s website. To check, kindly log in to your bank’s website and verify how your transactions are posted. There may also be a setting you’d need to check with them so the payee names will be included on the downloaded data.
If there are changes on how your transactions are posted, I suggest contacting your bank’s dedicated customer service department. In case that there are no changes made on your bank’s end, please give us a quick call. A banking specialists can securely access your account and see what’s causing this to happened.
On the other hand, you can perform a manual update on your end to see if the payee information will be updated.
You can also match those transactions to the ones you’ve manually recorded in the program using the date and amount reflected on it.
That should do it! You'll now see the vendor's name or the customer's name on the Payee column.
Kindly try the steps above and let me know how it goes. If you have follow-up questions about managing your downloaded bank transactions, don’t hesitate to reach out. I’m always here to help.
I have the same issue, upon download, it only shows " Bill Pay Check" in the payee column. I contact Bank of America support, they said it's QuickBooks issue. Can you help?? or You can contact Bank of America QuickBooks team to solve this problem? I believe more and more people will have the same problem!!
BTW, the solution below does not work! I use QuickBooks Pro 2016, under "Banking", there is no another "banking", let alone "update"!!
Hello there, @YHP,
First of all, I appreciate you for contacting Bank of America to help verify how your transactions are posted.
Yes, I can help ensure you're able to download all your bank transactions, not just only bill pay checks.
The steps provided by my peer above are applicable to our online versions of QuickBooks. This is the reason you're unable to see another Banking tab in your desktop version.
Just to confirm, did you already manually update your bank account? If not, I suggest you to do so. This way, it'll refresh the bank connection to help sync all your transactions. Here's how:
For more details about the online banking feature in QuickBooks Desktop, here's a great article you can refer to: Bank Feeds.
This will get you going, @YHP. I'll be around to help if you have other online banking concerns. Stay positive always.
I'd like to join this discussion and provide additional insight regarding this matter.
Before anything else, I'd like to ask if you're using Bank Feed Rules? I've actually received an update from our engineers about an issue with the Payee information disappearing due to these rules.
That being said, I'd recommend you get in touch with our Customer Care Team so we can add you on our notification list. This way, we'll be able to notify you once the issue has been resolved.
However, if you're not using bank rules, then another way to resolve this is use the Web Connect feature. With this, you'll be able to manually upload your bank transactions (including the payee details) to QuickBooks. Here's how you can do it:
All of this information and more is available in our guide on how to download bank feed transactions.
Let me know how this works out for you, I want to make sure this is taken care of. Wishing you all the best!
Thank you for joining the thread, @Anonymous.
Are you referring to your bank transactions? If so, I suggest following the steps provided by my colleagues to pull-up new transactions from your bank account.
If you’re subscribed to QuickBooks Online, you can perform a manual update to help you refresh the connection by following the steps provided by my colleague, juVielL.
Here’s more information on how to manually update bank accounts.
But if you’re using QuickBooks Desktop, you can update you’re connection by using the steps provided by RaymondJayO. See this article for detailed guidance: Get started with Bank Feeds for QuickBooks Desktop.
I’m always here if you need further assistance with your bank transactions or anything else by leaving a comment below. Have a wonderful day!
Were you ever able to resolve this issue?
If so, what was the fix.
We are also having the same issue beginning around 10/2018 and all the way throughout 2019. None of the check Payee info was carrying over into Quickbooks. There were no banking rules set up that would have interfered with this.
Hello there, @truckeeriverrunner.
QuickBooks Online can only import the information that the bank provides. It will attempt to add the payee, as well as the date, amount, and account automatically when it updates the Bank Feed.
To fix this, I suggest you log in to your bank’s website and verify if there's a setting you need to update so the payee will be included on the downloaded data. You can also consult your bank on how your transactions are posted.
If it's doing the same thing, I have some workarounds for you. You can manually add the Payee before accepting the check in the Banking page or locate the transaction from the Bank Register and add the customer on it.
Also, you can set up rules to have it auto-assign the payee and auto-assign the category. For more details, I recommend checking the following article for reference: How to set and use banking rules for downloaded transactions.
I've also attached an additional article for some tips for working in QuickBooks Online Bank Feeds: How to use Online Banking, Connect Bank Accounts, and Review Bank Feed.
Drop me a comment below if you have any other questions. Have a great day ahead.