How to Add Payee Names in QuickBooks Using the AutoReview App

In this tutorial, I’ll show you how to use the Xenett AutoReview app to bulk add payee names to QuickBooks Online.

Quick Instructions:

  1. Within the AutoReview app click Entries w/o Name under Review and Resolve
  2. Select transactions you’d like to edit
  3. Click Select Name in the menu that appears across the top of the screen
  4. Search for the Name you’d like to add to the selected transactions
    1. If the Name is in QuickBooks click the Save button to apply to transactions
    2. If the Name is not QuickBooks click Add New
      1. Enter Name and Type and click the Submit button
      2. Click the Save button to apply to selected transactions

What is Xenett AutoReview?

Xenett AutoReview is an app that works with QuickBooks to make it easy for you to review and check for errors.

With AutoReview you can:

  • Easily create new rules
  • Fix issues with existing rules
  • Find missing entries
  • Create new vendors
  • Find misclassified transactions
  • Find duplicate transactions
  • Find unapplied payments
  • Find unclassified transactions
  • And more!

Next, we’ll go over how to find transactions with missing payees. Then use AutoReview to add those new payees to QuickBooks.

How to Find Missing Payees in QuickBooks Online

You can find missing payess in QuickBooks Online using the Expenses by Vendor Summary report.

You can find this report by clicking Reports in the left side menu then searching for “vendor.”

Finding the Expenses by Vendor report in QuickBooks Online

If you have transactions without a payee you’ll see a “Not Specified” vendor name.

Not Specified vendors in the Expenses by Vendor summary report in QuickBooks Online

When you click on the amount in the TOTAL column for Not Specified you’ll see a list of individual transactions. These transactions all have a blank NAME field.

You could click on these transactions individually and add the payee. But if you have a lot of them it’s much easier to use an AutoReview.

Adding Payees to QuickBooks Online Transactions Using AutoReview

It’s very easy to find transactions without payee/names in AutoReview and bulk fix them.

Within AutoReview in the left side menu under Review and Resolve you’ll see Entries w/o Name. 

AutoReview app entries w/o names

That number to the right is how many transactions you have in QuickBooks without a Name.

When you click on Entries w/o Name it will show a list of all transactions without a Name. 

On the left side of the transaction list are radio buttons. You can select transactions and you’ll see fields appear at the top of your screen.

Selecting multiple entries to edit in Xenett AutoReview

In this tutorial, we’re only working with Select Name.

When you click on that field a search box will appear. Here you can search through your existing list of vendor/customer names. Searching your customer/vendor list in AutoReview

If the vendor/customer you want isn’t already in QuickBooks you can click Add New to create them within AutoReview.

This opens the Add Payee pop-up where you can enter the Name and Type (vendor, customer, or employee).

Add a Payee to QuickBooks from within the AutoReview app

Click the Submit button to save/add the new Payee.

Now you’ll see the Name you entered in the Select Name field across the top of the screen. Click the Save button and it will add this Payee to all the transactions you’ve selected.

Selected name to add to transactions in AutoReview

When it finishes saving the screen will update and the number of Entries w/o Name will be lower.

In my example I now have zero:

You can now go back into QuickBooks and find transactions associated with your new Payee.

Checking a payee in QuickBooks added using the AutoReview app

Congratulations! You now know how to bulk add Names in QuickBooks Online using the AutoReview App.

If you have any questions on using this app or adding Payees to QuickBooks please ask in the comments. Or click the green button below to schedule a free consultation.

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If you’d like to watch me walk through this process check out the video below:

 

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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Are you a small business owner struggling to make sense of your QuickBooks data?

  • Discover how to spot costly mistakes in your bookkeeping and fix them quickly and easily.

  • Save time and money by streamlining your bookkeeping process and reducing errors.

  • Learn how to identify trends in your financial data so you can make smarter business decisions.

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Sign up now for this free mini-course and start mastering the essential bookkeeping skills that every small business owner needs to succeed!

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Sign up now and enjoy the peace of mind that comes with knowing your bookkeeping is accurate, up-to-date, and free from costly errors.

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