Adding checks manually to Register in Classic mode

Welcome back to the QuickBooks Community, Neha1222. Please know that adding downloaded bank transactions to register in Classic mode and getting an error you've shared is a recently recognized ongoing issue. Let me route you to our support to assist you further.

For now, you can use one of the newer modes in QuickBooks like Express when managing your bank transactions as a workaround.

Then, I suggest contacting our QuickBooks Desktop Support Team so they can add you to our notification list. This will help our engineers determine the number of affected users. You'll also receive updates through email once the issue is resolved.

Here's how:

1. Press F1 to open the Help window.
2. From the search icon, type Contact Support.
3. Click Contact us at the bottom part.
4. Give a brief description of your issue about adding transactions and click the Search button.
5. You'll be routed with How to connect with a QuickBooks expert and you choose which one is best for you.

Lastly, click this article if you need help creating rules to help QuickBooks match your Bank Feeds entries: Create rules to categorize transactions in QuickBooks Desktop.

Don't hesitate to add a comment below if you have other concerns about managing your bank transactions in QBDT. I'm always here ready to lend a hand, Neha1222.

Hello,

I don't want to change the mode as I feel classic mode works best for my work purpose. There should be a resolution to this issue regardless of mode. Choosing how to add an unmatched transaction is a basic prompt that is standard to Quickbooks. How do I get the "Add Unmatched Transaction" screen prompt again where I can choose how to enter a transaction?

I understand the inconvenience of switching to different banking modes, Neha.

The Name Not Found error message usually occurs when QuickBooks doesn't recognize the payee name in the downloaded bank transactions.

To fix this, I recommend turning on the Payee Aliasing option. It allows you to use a different name for a payee while maintaining their original information in your records.

Here's how:

1. Go to the Edit menu and then select Preferences.
2. Select Checking and proceed to the Company Preferences tab.
3. In the Bank Feeds section, ensure that the Classic Mode is turned on.
4. Under Classic Mode, enable the Payee aliasing.
5. Click OK to complete.

For visual reference, I've added a screenshot below.

If turned on, let's run QuickBooks as an administrator to ensure the program runs properly. I'll show you how:

1. Close all open processes and reboot your computer.
2. Right-click the QuickBooks Desktop icon.
3. Select Run as Administrator.
   
   

Also, make sure QuickBooks is up-to-date so you have the latest release and product improvements.

If none of these fixes the issue, I suggest running the Verify and Rebuild Data utility. The tool scans data issues within the company file and self-resolves them.

Moreover, you'll want to create rules to help QuickBooks match your bank transactions. It'll help you save more time by automating the match.

Please keep us posted if you have other banking-related questions or concerns. I'll do my best to assist you. 

Our goal is to ensure you can track all your transactions in the program.

Hey Charlene,

I tried all the steps you mentioned but I am still getting the "Name Not Found" window. I should be getting the window.

I should be getting the "Add Unmatched Transactions" window instead.

I had the above window pop up before and is still popping up with the other companies I have. I don't know what happened that this feature changed. I am still waiting on a solution on how I can have the "Add Unmatched Transactions" window pop up when adding checks.

Hi there, Neha1222.

I can see the urgency of getting this issue resolved.

As I've checked our records, I can see that our engineers are still working to fix the problem. To receive live updates about the status of the investigation, I recommend contacting our Customer Care Team, so they'll add you to the list of affected users. 

To reach them, here's how:

1. On your QuickBooks account, go to the Help menu at the top.
2. Select QuickBooks Desktop Help. 
3. Choose Contact Us. 
4. Enter the issue or topic in the field box. 
5. Follow the onscreen instructions.

You can also check out this link for more information on contacting them: Contact QuickBooks Desktop support. Ensure to review their support hours to know when agents are available.

In case you'd want to run reports to view a snapshot of your business, see this article: Understand reports.

Let me know if you have other concerns while managing QuickBooks. I'll get back to you right away. Have a great day.