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Level 1

The bank download indicates "payee" on bill pay but when commanded to "Add", payee does not populate the payee field on my register. Is there something I'm missing?

 
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QuickBooks Team

The bank download indicates "payee" on bill pay but when commanded to "Add", payee does not populate the payee field on my register. Is there something I'm missing?

Thanks for posting your question here, @nporges

 

Before going into detail, I want to ask if you're unable to see the payee field on your register, or is the payee field blank?

 

If the payee field is blank, you can undo each transaction. Once done, go back to the For Review page and create a bank rule. After creating the rule, click on the accounts you want to rule to apply to. 

 

Here are the steps below with how to create a rule:

  1. In the left-hand menu, select Banking and then choose Rules
  2. Pick New Rule
  3. Type a name in the Rule name field. 
  4. Go to the settings for the rule specifying the Transaction typePayeeCategory to apply. 
  5. When you're ready, select Save

Also, you can check this article for more details: How to set and use banking rules for downloaded transactions.

 

I look forward to chatting with you soon. Have a safe and productive rest of your day!

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