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Sandy Eggo
March 11, 2021
Solved

How do I change the Payee autofill both their account and class? QB for Mac

  • March 11, 2021
  • 3 replies
  • 0 views

After downloading bank transactions into QuickBooks for Mac (using version V18.0.9 R10), and select a Payee, it often auto-populates with an incorrect Account and Class.

 

How do I change the Payee Autofill both their Account and Class to the correct/preferred values? *I Googled the heck out of this before posting.

    Best answer by Sandy Eggo

    I did find a viable "fix" for this situation some of you may find useful. 

    1. Go to Downloaded Transactions
    2. Click "Renaming Rules"
    3. Find and delete the entry that is misnaming / miscategorizing the transaction
    4. Correctly rename the Downloaded Payee" under the "Payee" and assign the correct Class

    This works perfectly for me.

     

     

    3 replies

    J
    JonpriL
    March 11, 2021

    Hello @Sandy Eggo,

     

    Let me help share how you can change the account and name settings of your downloaded transactions in QuickBooks Desktop For Mac.

     

    Normally, all details of your downloaded transactions are based on the information provided by your financial institution.

     

    With this, I'd recommend contacting the Technical Support of your bank so one of their specialists help you map the accounts and names of your transactions accordingly.

     

    Additionally, I've also included this reference for a compilation of articles you can use while working with us: Banking - QuickBooks Desktop for Mac.

     

    If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

    S
    Sandy EggoAuthor
    March 11, 2021

    Thank you for your reply. We are not having trouble downloading the transactions in any way.

    When we select a "Payee" in Quickbooks, it auto-populates with an incorrect Account and Class.

    How can we change those auto-populating values that QuickBooks assigns for Account and Class to the correct/preferred values? 

    J
    jamespaul
    March 11, 2021

    Hello, Sandy Eggo.

     

    I appreciate the clarifications. Let's check one more setting to help you ensure your transactions are categorized under the correct account and class. 

     

    Rules can affect how the transactions behave in the Online Banking page. You'll want to check how they are set up in your banking page. Here's how: 

     

    1. Go to your Downloaded Transactions.
    2. Click the arrow next to the payee, then click Edit Rule.
    3. Choose Renaming Rules.
    4. Click Edit on the rule you want to change.
    5. Enter your changes, then click OK. 

     

    If you need a reference about managing your rules, you can check this article: Manage renaming rules for payee names in QuickBooks Desktop for Mac.

     

    If those QuickBooks is still auto-populating the wrong class and account, you'll want to contact our support. They can check deeper into the system and find out the root cause on why the system is doing this. Here's how: 

     

    1. Go to Help, then select QuickBooks Desktop Help.
    2. Click Contact Us.
    3. Select a topic, then choose how you want to reach us. 

     

    Alternatively, you can use this link to contact our support: QuickBooks Mac Contact us form. 

     

    If you're ready to reconcile your bank after categorizing your transactions, check this article for a guide: Reconcile bank and credit card accounts (Mac). 

     

    You can always reply to this thread if you'd like us to address other questions in QuickBooks Mac. Here to help you complete your tasks or fix any issues you might have. 

    J
    jbennett411
    July 4, 2021

    I am having the same problem. QBs please advise and resolve.

    A
    AileneA
    July 4, 2021

    Let's get this sorted out, jbennett411. 

     

    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. Here's how: 

     

    1. Go to Help, then select QuickBooks Desktop Help.
    2. Click Contact Us. 
    3. Select a topic, then choose how you want to reach us.  

      

    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!

    S
    Sandy EggoAuthor
    July 4, 2021

    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. For example, if I download a McDonalds transaction and QB matches it to Office Supplies, it will remain that way, forever. I must manually change every McDonalds entry, manually.

    Of course McDonalds is an example. The problem occurs with many vendors and transactions. 

    Thank you for checking in. 

      S
      Sandy EggoAuthorAnswer
      December 19, 2021

      I did find a viable "fix" for this situation some of you may find useful. 

      1. Go to Downloaded Transactions
      2. Click "Renaming Rules"
      3. Find and delete the entry that is misnaming / miscategorizing the transaction
      4. Correctly rename the Downloaded Payee" under the "Payee" and assign the correct Class

      This works perfectly for me.

       

       

      AlcaeusF
      AlcaeusF
      January 13, 2022

      Hello @Sandy Eggo,

       

      I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

       

      We love to see members supporting one another! Have a great day.

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