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me73
Level 2

Payee not showing under Banking > Categorized. How do I change the visible fields?

 
6 Comments 6
me73
Level 2

Payee not showing under Banking > Categorized. How do I change the visible fields?

Here's a screenshot for further information...

Bank-Categorized.PNG

MichelleBh
Moderator

Payee not showing under Banking > Categorized. How do I change the visible fields?

Thank you for attaching a screenshot, @me73

 

I'll share with you some information about the payee field that is not showing in the Categorized section in QuickBooks Online. 

 

As of now, the payee will only show in the For Review tab. The reason for that is so we can match and add the transactions with the correct payee. Also, make sure that the Payee box is checked in the Settings. 

 

See the sample screenshots below for your reference: 

 

 

As a workaround, re-enter the customer's name in the Memo box. This way, the name will visible under Description in the Categorized section. 

 

pam.PNG

 

If this is already categorized, then let's Undo the transaction so we can apply the workaround. Please click the Undo button under Action, then re-type the payee in the Memo in the For Review section. You also have an option to Undo the data by batch. 

 

 

I've added an article about maintaining banking data, deposits, reconciliation, and other similar matters. 

 

 

Don't hesitate to leave a comment below if you have other queries. I'm glad to help. Have a nice day!

me73
Level 2

Payee not showing under Banking > Categorized. How do I change the visible fields?

Thanks for your response!

 

It's disappointing and odd that there's not the same flexibility on the Categorized tab that there is on the Reviewed tab. I hope it's in the plans to extend such flexibility on all pages that provide a spreadsheet of data as such.

 

My goal was to be able to quickly review what I had done for errors. As it stands now, the reviewed page doesn't show me the information I need to do so.

lastmilenationalcity
Level 1

Payee not showing under Banking > Categorized. How do I change the visible fields?

Has this been changed ? Its now April 2022

tinatina1234
Level 1

Payee not showing under Banking > Categorized. How do I change the visible fields?

I need this feature too! Has it been updated since??? 

AnneMariee
QuickBooks Team

Payee not showing under Banking > Categorized. How do I change the visible fields?

Hello there, tinatinatina1234.

 

I can see how the option to see for whom the categorized transactions were would greatly help your business. However, this feature is currently unavailable. I'll encourage you to send a feature request through the Feedback section.

 

Here's how:

  1. Click the Gear icon.
  2. Select Feedback under the Profile column.
  3. Enter your product suggestions.
  4. Click Next to submit.

 

You can track feature requests here: QBO Feature Requests.

 

In case you need to move wrongly matched transactions into the right accounts, please feel free to refer to this article: Unmatch downloaded bank transactions or move them to another account.

 

Please don't hesitate to reply if you have any other questions about the features available in QBO. I'll be happy to answer them for you.

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