Quick Books Online
Is there a way to let QBO know that all transactions from my bank with the same “Bank Detail” or “text” do not get assigned to the same payee?
I bank with Chase and I pay my sales reps with Chase Quick Pay and every time I change the payee in the QBO register, it changes ALL of the transactions from a Chase quick pay to the same payee!
I am very frustrated and need some help!
Is there a way to separate my payees to let QBO know that even though the “Bank Detail” wording is similar, the payees are different!
I have played around with bank rules and I just get more frustrated because nothing seems to work!
Hi Jim, I have to admit that you’ve stumped me on this one. Unfortunately I don’t think there is a way to turn off the feature that automatically categorizes payee based on a previous transaction. My suggestion is that you contact the Intuit tech support to see if they can help you. You can reach them at 1-888-333-3451. You could also chat with a support rep. Just log into your QBO account and click on the question mark in the upper right corner. You should see a link to start a chat.
If you do find out how to do this, please come back and share it with me and our readers. 🙂