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My "Payee" info isn't pulling over from Bank of America anymore (for any bill pay checks that we write). This has never been in issue before (in over 2 years)? What's up?

 
5 Comments
QuickBooks Team

Re: My "Payee" info isn't pulling over from Bank of America anymore (for any bill pay checks that...

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.

Here’s how:

  1. Go to Banking.
  2. Choose Banking.
  3. Click Update.
  4. Type in your Multi-Factor Authentication (MFA) credentials (Optional)
  5. Select Continue Update.

You can also match those transactions to the ones you’ve manually recorded in the program using the date and amount reflected on it.

 

Here’s how:

  1. Go to Banking.
  2. Under For Review tab, click the transaction that has no payee information.
  3. Click the Find Match radio button.
  4. Filter the Match transactions field to easily find the checks you’ve created.
  5. Click Save.

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.

YHP
Community Explorer **

Re: My "Payee" info isn't pulling over from Bank of America anymore (for any bill pay checks that...

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"!!

QuickBooks Team

Re: My "Payee" info isn't pulling over from Bank of America anymore (for any bill pay checks that...

 

Hello there, @YHP

 

First of all, I appreciate you 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: 

 

  1. Go to the Banking menu at the top. 
  2. Select Bank Feeds, then choose Bank Feeds Center
  3. Choose the bank account. 
  4. At the upper right of Account Information page, click the Last Update button. 
  5. Select Sync all for this bank

 

 

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. 

YHP
Community Explorer **

Re: My "Payee" info isn't pulling over from Bank of America anymore (for any bill pay checks that...

Thanks for your fast response. However, after I click the bank feed and the screen shows as the attached file. No account information and last update button. Please help!

 

QuickBooks Team

Re: My "Payee" info isn't pulling over from Bank of America anymore (for any bill pay checks that...

Greetings, YHP.

 

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:

  1. Access your bank’s website through a web browser.
  2. Log in to your bank account using your User ID and PIN or Password.
  3. Download your transactions via QuickBooks Web Connect (.QBO) file.
  4. Go back to QuickBooks or reopen it if you closed the program. Then, from the File menu, select Utilities.
  5. Choose Import, then pick Web Connect Files.
  6. Select the .QBO file you saved, then click Open.
  7. Select Use an existing QuickBooks account when the Select Bank Account prompt shows up.
  8. Click Continue, then OK.
  9. Lastly, go to the Bank Feeds Center to review your transactions.

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!