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C
cmonger
April 19, 2024
Question

Payee search defaulting to chart of accounts

  • April 19, 2024
  • 1 reply
  • 0 views

I'm attempting to edit my downloaded transactions from my bank.  Normally, when I try to tag a payee to a transaction, I type in the payee name and, if it exists, the payee is populated in the field or it prompts to add a new payee if one is not found.  Since my last update, when I begin typing a payee name it immediately populates with an account from my Chart of Accounts, based upon the first letter of the payee name.  (e.g. If I'm attempting to tag "April Cornell" the app immediately keys on the "A" and fills the field with "Accounts Receivable", which is not a valid Payee, but it is a valid account.  Weirdly, when I select the drop-down arrow to view and select payees, it then correctly displays the list of payees, not accounts.

 

I'm having a similar issue on the next field over, Accounts.  If I wish to input "Miscellaneous Expense", the app immediately responds to the "M" and fills the field with "Merchandise Sales", which is alphabetically before "Miscellaneous".  You then have to deleted all but the first character to finish inputting your desired account.

 

This seems like a bug and is a major pain.  I'm up-to-date on application updates.

 

Is anyone else in the Mac desktop world seeing this?

1 reply

S
ShyMae
April 19, 2024

I appreciate you for explaining the issue in detail, @cmonger. Your concern about the payee not populating correctly is understandable.

 

To rectify this, we can use the verify and rebuild data tool. It's designed to identify and resolve common data issues in your company file.

 

First, let's use the verify tool to scan your company file:

 

  1. Hover over the File menu, then choose Utilities.
  2. Select Verify Data, then click OK to close all windows.  

 

If you receive a message "Your data has failed the integrity check," you'll need to rebuild your file. If there are no issues with your data, then you are finished.

 

Now, let's rebuild the company file data to fix any errors or data damage. 

 

  1. Go to the File menu, then choose Utilities.
  2. Select Rebuild Data, then tap on OK to close all windows.
  3. QuickBooks will prompt you to do a backup before rebuilding your company file, then select OK.
  4. Follow the on-screen steps to proceed, then click OK once the rebuild is finished.

 

If the issue continues, let's repair your QuickBooks Desktop Mac file. It's essential to have a backup copy of your company file before proceeding. 

 

Moreover, you can check out these informative articles as a guide in managing your payees, chart of accounts, and transactions in QuickBooks Desktop Mac: 

 

 

I'm still here to support you. You can leave a reply below if you need further assistance with your bank transactions, payee, and chart of accounts.

C
cmongerAuthor
April 20, 2024

Thank you for your response.  Verify and rebuild completed (there were some errors).  I will reply at a future date when I've time to download / import more transactions.

I
Ivan_G
April 20, 2024

Thanks for providing us an update, cmonger.

 

Whenever you encounter the same issue after downloading your transactions in QuickBooks, I recommend contacting our Support Team directly. They can further investigate the matter and provide accurate resolution.

 

Here's how to reach them:

 

  1. Open your QuickBooks.
  2. Go to Help, then click QuickBooks Help.
  3. Press Contact Us and describe your issue, then select Continue.
  4. Sign in to your Intuit account and click Continue. Then, Continue with my account.
  5. When you receive a single-use code, enter the said code and then hit Continue.
  6. Choose chat with us (start a conversation online with a QuickBooks expert) or Have us call you (skip the line and no more phone trees. Leave your number and get a call back).

 

Additionally, you may check this article to learn about our Support's availability: QuickBooks Support hours.

 

Also, I've added this article as your reference for a seamless reconciliation process in QuickBooks: Reconcile accounts in QuickBooks for Mac.

 

Feel free to give us an update or ask additional QuickBooks-related queries in this thread. We're available 24/7 to lend a hand.

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