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SGI
April 3, 2023
Question

WISE creates new vendors/customers - how to stop it?

  • April 3, 2023
  • 1 reply
  • 0 views

I have connected our firm's WISE business accounts (in several currencies) to QB Online.

Now there is a following problem:

WISE (or is it QB) creates new and wrong vendors / customers when there are payments.

For example:
I have a customer Sample Shop Co. I issue an invoice to them. They pay me via WISE. 

Now bank payment orders all have strange lettering. But instead of just leaving an uncategorized transaction in Bank WISE auto-created a customer SAMPLE SHOP (Customer) GBP and posted the payment to them.

Now I have an overdue invoice in Sample Shop Co., an extra copy of client which copy I do not need and an unapplied payment on that client. 

I know how to fix all this by hand, but how do I stop WISE from doing it again? It has done same things to other clients and suppliers.

1 reply

F
FateCandylaneT
April 3, 2023

I appreciate you sharing your concern with us here, SGI. I've come to share details and ensure you'll get the right support you need.

 

Since QuickBooks relies on the data shared from Wise, you'll want to consider following these steps as a workaround to help us identify what's causing the issue. To do that:

 

  1. In your QuickBooks Online account, go to the Banking tab on the left side menu.
  2. Choose Banking and tick the Gear icon on the right-side menu.
  3. Uncheck Remember category selection and Show suggested rules from the Transaction details screen.

 

If the issue still persists, I'd suggest reaching out to Wise. They'll provide further information and procedures for reviewing and checking your account to get things resolved for you.

 

Moreover, you'll want to browse this reference to guide you in reviewing and categorizing bank transactions: Categorise and match online bank transactions in QuickBooks Online.

 

We'd be delighted to assist you further if you require additional assistance. Let us know in the comments below. Have a good one!

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