Catherine_B
QuickBooks Team

Banking

I appreciate you reaching out to our support team and sharing your issue with us, urbancoffee.

 

The option to change the Payee, account, and class autofill option is unavailable. You can consider renaming the Downloaded Payee while editing the rule and then link the correct account. 

 

I understand that the option to post the bank downloaded transaction to the correct acocount and class is beneficial to your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

 

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, please be guided with the steps below:

 

  1. Open your QuickBooks Desktop company file.
  2. Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
  3. Enter your feedback and click Submit.

 

You might also want to visit our feedback forum to check the recent updates made in QuickBooks.

 

Just in case you want to use and manage your bank feeds in QuickBooks Desktop for Mac, you can read these articles for more info:

 

Keep in touch if you need any more assistance in handling your bank transactions. I've got your back. Take care!