I successfully downloaded bank transactions via CSV file but all transactions have a description but no payee details. How can I fix this for money spent.

Congratulations on successfully downloading your transactions, bhavin.

Yes, there's a way to duplicate description details to your payee column to add payee details by utilising the bank rules. Thus, this also speeds up the review process by categorising and scanning transactions and can even add details like payees for you.

To do so, here's how:

1. Go to Bookkeeping and select Rules.
2. Click New rule.
3. Enter a name in the What do you want to call this rule? field.
4. Apply this to transactions that are dropdown select Money in or Money out.
5. From the In dropdown, select the bank account.
6. Set the rule conditions. You can set a single rule with up to 5 conditions. Set and include the following, then select + Add a condition.
7. In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. Then select Contains, Doesn't contain or Is exactly to decide how QuickBooks uses the rules.
8. Tick the settings for the rule. Select the Transaction type, Category, Tax, Tags, and the Payee to apply.
9. Select Save.
   
   

From there, the system automatically applies your rules to transactions in the For Review tab, so you don't have to add details one at a time.

Here's an article you can refer to for more details about this process: Set up bank rules to categorise online banking transactions in QuickBooks Online.

Do you wish to reconcile your book in the future? Check out this resource to know more about the reconciliation process: Learn the reconciliation workflow in QuickBooks.

Let me know how else I can help you supervise your bank transactions by adding a comment below. I'm more than happy to lend a helping hand. Keep safe always!