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jackjjf
February 20, 2022
Question

TD Bank direct connection bank data does not show enough to identify payee. It shows VISA DDA PUR where the field contains VISA DDA PUR 401134     UNITED SITE SERVICES?

  • February 20, 2022
  • 1 reply
  • 0 views
This is a checking account and Quickbooks Desktop Mac shows the data correctly where quickbooks online does not. Also quicken shows the data correctly.

1 reply

Rubielyn_J
Rubielyn_J
February 20, 2022

Allow me to assist you with the TD Bank transactions, @jackjjf.

 

Please know that the details being imported are based on what the bank provided. QuickBooks Online doesn't have control over these data. 

 

If your account is connected to QuickBooks Online, let's do a manual update, by clicking the Update button on the Banking page. It refreshes the connections between the bank's website and QuickBooks. This way, it will show the data you need.

 

Here's how:

 

  1. From your QBO account, select Banking.
  2. Choose to highlight the account you're updating.
  3. Click the Update button. 
  4. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

 

In addition to the troubleshooting posted above, you'll want to check the bank itself. This behavior could also be due to their system issue.

 

Then, you can now categorize your transactions by matching and adding them to avoid duplicates. Once done, reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies.

 

That should get you back on track. Feel free to comment below if you have additional questions about your bank data in QuickBooks. I'll be around to help you again.

J
jackjjfAuthor
February 20, 2022

Unfortunately your standard answer does not help. The issue is not with the import, it’s  with how you’re parsing the data received from the bank. The field has the details in it but your only grabbing about the first 15 characters. Your Mac desktop product handles the import correctly from the same bank. How do I get in touch with tech support to resolve this issue with the online product?

J
JonpriL
February 20, 2022

Hi @jackjjf, I'll share insights about bank transactions.

 

The online transactions downloaded from your bank normally recognize 41 characters of the payee name as one of its fields. Use this article to read and learn more: Character Limitations for Fields in QuickBooks.

 

You may need to adjust the Payee column to display all the characters of the name by hovering and moving the mouse pointer on the said column. If it still didn't work, I recommend contacting our Customer Care Support. One of our specialists has the tool to pull up your account letting our engineering team investigate why the payee name of your transactions is incorrect. To do so:

 

  1. Go to Help.
  2. Select Search.
  3. Click Contact Us.
  4. Enter Incorrect payee names of transactions from TD bank in the What can we help you with? field.
  5. Select Continue.
  6. Click Chat with us or Have us call you.

 

I want to include that reaching out to our Customer Care Support is best during business hours from 6 AM-6 PM PT Monday-Friday. Use this article to learn more: QuickBooks Online Support.

 

You may also read this reference with the topics to use while working with your bank accounts and transactions: A Series of Articles that Covers Bank Feeds in QuickBooks.

 

I've got you covered if you have other questions about bank accounts and transactions. Let me know by leaving a comment using the Reply option below. Take care always!

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