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November 15, 2025
Question

upload my bank statement, Payee at top,payee names complete but qb not giving me choice to allocate my column to only Date , description, Amount, cheque number no Payee

  • November 15, 2025
  • 1 reply
  • 2 views

when allocating the names of the columns on uploaded manual statement - QB does not ask me to allocate a column to Payee - Payee is missing

1 reply

QuickBooks Team
November 15, 2025

Hi there, Elaineb6. 

 

When you upload a bank statement in QuickBooks Online (QBO), the system recognizes standard columns such as Date, Description, Amount, and Check Number. However, the Payee is not a separate column that can be selected during the upload. Instead, QuickBooks uses the Description column to identify and suggest Payees. 

 

Alternatively, to ensure that Payee names are captured correctly, please ensure that your Description column includes clear and specific payee information. 

 

For detailed steps on how to import your bank statement and the correct format for your CSV files, you can visit this article: Format CSV files in Excel to get bank transactions into QuickBooks

 

If you have any further questions, please feel free to share them in the Community again.