importing bank statements Accounts Plus-Payee won't import

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  • Updated 2 years ago
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When I import bank statement data into Accounts 2017 Plus, all the transactions show up OK below the register, and after setting up a rule for each payee, I can get those transactions to load into the register, BUT, the payee names just will not transfer up to the register.  I am using the import utility, with conversion of the QIF..  How can I get it to load up the payee names??
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Foot Young

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Posted 2 years ago

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John G, Information Support Analyst

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Welcome to the Reckon Community Foot,

Check the details in your Transaction Rule - have you set a Supplier for the transaction?