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D
dwallacemd-yahoo
June 2, 2024
Question

How to I get by bank feed to label bill payment checks? All of them just say "paper bill payment" when they are imported.

  • June 2, 2024
  • 1 reply
  • 0 views
When bank transactions are imported, my billpay checks only say "Paper Bill Payment", which makes it impossible to create rules to efficiently deal with these. Then, when I figure out what vendor I actually paid, and label the payment and add it, QB assigns that vendor to every other paper bill payment on my feed.  Since these bill payments don't have the correct vendor, it is impossible to assign a rule to efficiently deal with them. Ideas?

1 reply

M
MelroseV
June 2, 2024

Yes, you can assign an efficient rule to your vendor, dwallacemd. I assure you I can provide the exact information.

 

You can manually enter the vendor name by adding a field using the + Add a condition option. It helps QuickBooks to recognize the correct vendor and its transactions.

 

If it auto-confirmed to the wrong vendor, you can undo and reassign it to the correct vendor. Then, before you undo the transaction, ensure you Disable the rule first.

 

Additionally, renaming the paper bill payment to a bill payment check when importing a transaction in QuickBooks Online is currently unavailable. I recommend sending your suggestions directly to our product engineers. They can gather and weigh down your comments to incorporate them when working with future product updates, ensuring they meet different business needs.

 

Here's how:

 

  1. Go to the Gear icon and click Feedback.
  2. Provide your feedback or product suggestions.
  3. Click Next to submit.

 

If you have additional concerns regarding the rules and naming the transaction when importing to QuickBooks Online, don't hesitate to post them here in the Community space. Stay safe!

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