Quickbooks use downloaded payee name

Is there another way to access the list? Hi there, michele6. You're unable to have access to the Rules List if you are on the Classic Mode.

I have Quickbooks Pro desktop I do not see any of what these answers refer to. I have no rules available in the bank feeds section. I have no option to change from classic to express in prefrences-checking- company preferences. Only an option to turn payee aliasing "on" or "off".

And neither of these options gives me any access to "rules" in bank feeds section. In previous years I did find a place deep in the preferences I think to go into individual payees and delete previoulsy set up alias'. But I can't find any of that now not sure if an update has change this or what. In the help links you provided, I do not see what they show on my computer.

It's like I have a different version. Knowing that you're using QuickBooks Desktop definitely makes a difference in this case. It could be that your older version doesn't have the features and settings being covered in the troubleshooting steps above. As outlined in our support policies, we're unable to troubleshoot these kinds of issues on older products.

You can learn more by reading Intuit QuickBooks Desktop software support policies and QuickBooks Desktop service discontinuation policy and upgrade information. Our agents can also help if you have additional questions about the upgrade process.

Give them a shout at Other users here in the community who have the same version may have ideas and insight into this issue. Keep an eye out for responses from them. This is a painful procedure and of course can't be done when you see the problem while entering the transactions from bank feeds. So when you see the problem you can't fix it until you finish up and close the window.

It also take a long time to do if you want to go through all of your lists and clean them up. I had many alias' created improperly over the years without knowing it. And they can make for a bad mistake if a bank transaction called "deposit" or something generic gets accidentally linked to one customer or vendor.

I don't want to stop using alias' because they do save me time. But I wish I had to manually ask it to make an alias, rather than being asked every single transaction if I would like to make a new alias.

Anyone know of a way to do this differently? I am currently using Quickbooks Desktop , but would consider upgrading I knew things were going to be much better and not just a new learning curve and no real benefit. I finally updated to quickbooks desktop pro hoping I could now use bank rules when matching downloaded bank transactions. This program seems exactly the same as !

The previous help I got on this topic said how to change banking mode but that option does not seem to exist on as well! She definately led me to believe my old version was the problem. Now it almost seems like I have something wrong on my end. Is there really no changes to quickbooks desktop in 6 years?! Any help would be greatly appreciated. Hi hamnation. Great job on upgrading to QuickBooks Desktop Pro ! Updating your QuickBooks version helps you stay updated with the latest features which help make your work easier.

It's important you know the benefits of using QuickBooks Desktop Pro and I'll be happy to assist you with info. Among other latest updates, here are some of the features:. You can use payment reminders to schedule statements for your customers or let them know when they have invoices they still need to pay you for.

Create custom templates for forms like invoices, sales receipts, estimates, statements, and purchase orders. You can customize these templates to control how they look and what information to include. Then you can create automated statements, send payment reminders, or create mailing lists for specific groups of customers. In QuickBooks Desktop Enterprise, you can use them to define permissions and access at customer and supplier group level. Give these steps a try and if you have questions, don't hesitate to reach out.

I got your back. Thank-you for providing the screenshot. Seeing what you see can be a really helpful tool in troubleshooting issues. The Bank Feeds feature in QuickBooks Desktop lets you connect to your financial institution so you can download transactions to make the process of entering transactions into your books so much easier.

I know how helpful adding rules would be, so let me explain why you aren't seeing it. This explains why you're unable to find this tool within the product.

I know how handy it'd be to set up rules to automatically categorize your transactions, and I'm sure other users feel the same. Submitting feedback to our product development team is a great way to let them know how important a feature like this is for your business.

For example I use Intuit1 instead of Intuit, and then linked the correct account. Not ideal but creates less work I've checked our records and haven't found any investigations related to your concern. You might want to run the Rebuild Data tool is built-in to fix any company file data issues. Just follow the steps and detail in his article: Fix data damage on your QuickBooks Desktop company file. However if the same things happen, I advice reaching out to our customer support team.

This way, a representative can review the root cause of the issue and can investigate this further. I'm sure that an agent would be happy to assist you with any questions that you have.

For more details about our support availability, refer to this article: Contact Support. I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you.

Feel free to reply to this post and I'll get back to you. Take care always! I had already tried everything you suggest thank you and spent many disappointing chats and calls to support. My issue remains as before. To be clear, my problem: There is no way to change the "renaming" logic on downloaded transactions. I must manually change every McDonalds entry, manually. I have had this issue for years and the only solution I have found is to make up a new name I therefore have 2 names for many vendors, so irritating!

I suppose you have not received a resolution for this yet? The option to change the Payee, account, and class autofill option is unavailable. You can consider renaming the Downloaded Payee while editing the rule and then link the correct account.

I understand that the option to post the bank downloaded transaction to the correct acocount and class is beneficial to your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out. For now, I suggest submitting feedback directly to our product engineers.

They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided with the steps below:. You might also want to visit our feedback forum to check the recent updates made in QuickBooks. Just in case you want to use and manage your bank feeds in QuickBooks Desktop for Mac, you can read these articles for more info:. Keep in touch if you need any more assistance in handling your bank transactions. I've got your back. Thanks for following up on this thread.

I'd be glad to provide some info so the fields won't auto-populate in QuickBooks Online. This sounds like one of the automation settings within your account. Here's how to make sure it's turned off:. Choose the Advanced tab, and click the small pencil icon to edit in the Automation section. Make sure the " Pre-fill forms with previously entered content " setting is turned off.

The following linked article provides even more info about the advanced settings in your account: How do I set my advanced account settings? With this info you'll be able to enter one payee name at a time. Please feel free to reach back out if you have any other questions. Sorry, my question is "How do I change the Payee autofill both their account and class? You'll want to try renaming the Downloaded Payee as a solution. To learn more about the download bank transactions, please check out this article: Download bank transactions in QuickBooks Desktop for Mac.

In case you need help with other task in QuickBooks Desktop for Mac, you can visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials, and more. You can also reply to this thread and we'll get back to help you out again.

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Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Sandy Eggo. Level 3. How do I change the Payee autofill both their account and class? Go to Solution. Hello there, BaBa QuickBooks only accepts information from the bank. Since your bank changed their platform, this could be the reason why the payee name is incorrect. I'd suggest contacting your bank's support to get help in sorting this out. View solution in original post.

I'd be happy to share with you some information about how downloaded transactions works when using a specific Bank Feed Mode in QuickBooks Desktop. There is a possibility that you're in the Classic Mode , this is the reason why transactions were renamed with the incorrect payee or a specific payee name is entered into the payee field. This issue occurs when downloaded transactions have generic names or description like Check, Payment, or Online transfers.

QuickBooks creates rules as you enter or add the transactions then applies them to the remaining unmatched transactions. You may want to consider switching to Express Mode where you use the Transactions List window to add or match transactions. Before switching to Express Mode , make sure yourQuickBooks Desktop is updated to the latest release and ensure you are in single-user mode.

There you go. Should you have other questions about this, feel free to get back to me and I'll be sure to help you out. I had already tried using Express Mode. I found it oppressive after years of using Classic! But did it to see how it would handle deposits, then hoping, since it handled that appropriately, that I could switch back and have things work properly in Classic Mode.

Thank you for the article. That did not seem to address my issue and I had gone down that path myself before seeing your link.