Payee is missing under Bank Feeds in QuickBooks

QuickBooks Desktop imports a QBO (Web Connect) file into the Bank Feeds Center, the same place as transactions downloaded directly from your bank. The payee from the file shows in the Downloaded as column, and the Payee column stays empty until you choose a vendor for each transaction. This is how QuickBooks works, not a problem with your file.

Assign vendors and accounts

1. Choose Banking > Bank Feeds > Bank Feeds Center and select the account.
2. Click Transaction List.
3. For each transaction, choose a vendor in the Payee column and an expense or income account. The Downloaded as column shows the payee from your file.
4. Check the transactions you want and click Add/Approve. Select any wrong or unwanted transactions and click Ignore.
5. When you add a transaction, QuickBooks offers a renaming rule so that the same downloaded payee gets the same vendor next time. Accept it for real payees; skip it for vague ones such as "No payee".

Save time on the next import

• Default accounts for vendors: set an expense or income account for each regular vendor in QuickBooks (Vendors > Vendor Center, right-click a vendor, Edit Vendor, Account Settings). QuickBooks then fills in that account for the vendor's transactions; you can still change it for each transaction.
• Payee names that match your vendors: in ProperConvert, use Rules to clean up payee names before you convert, for example to turn "AMAZON MKTPL*2K4L" into "Amazon". Clean, consistent names make QuickBooks' renaming rules match more often.