- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
Hello there, AD0128.
I'll be happy to share with you the steps Sandy Eggo did to fix the issue. Please check this out:
- Go to the Downloaded Transactions.
- Click on Renaming Rules.
- Locate and delete the entry that is misnaming or miscategorizing the transaction.
- Rename the downloaded payee under Payee.
- Then assign the correct class.
I also added some articles you can use about managing rules and fixing bank issues online:
- Manage renaming rules for payee in QBDT for Mac.
- Fix online banking issues in QuickBooks Desktop for Mac.
The Community always has your back if you ever need assistance again in the future. Have a great day!