Banking

Hi Michelle,

Thanks for the response. To clarify, I did not reach the page below by uploading a bank file, rather it automatically imported the transactions through Chase Direct Connect. I want to continue using Chase Direct Connect so that I don't have to import my expenses each time, I just want it to automatically populate the payee field with the merchant name for the transaction (I believe the solution you proposed involves me manually uploading the transactions each time) I know this is not a problem with Chase's formatting of transactions since the merchant name ports over to the payee field perfectly each time a transaction automatically comes in using QuickBooks online. A rule won't help either because I want the merchant name in the payee field for all vendors (including brand new vendors that the system hasn't seen before), not just specific vendors. If you can help me solve this weird problem, it would be GREATLY appreciated. Thanks so much for all of your help so far!