We've added a new setting to bank feeds which lets you turn on warnings for transactions that are posted without payees. The warnings won't stop anyone from posting a transaction — you can choose to simply "post anyway" even without a payee — but this should help encourage your clients (or junior bookkeepers, or anyone else working in the bank feed) to add payees to their transactions.
A couple notes on this new feature:
- It's off by default. Go to bank feed settings to turn it on (see visual below).
- It's available to everyone. Anyone can turn it on or off.
- Once the setting is turned on, the warning shows up for everyone, whether they are an accountant, junior bookkeeper, or client, independent on their role in QuickBooks (if you are an accountant, you might choose to simply ignore the warning when it comes up).
- This setting applies only in the bank feed. Unlike the optional warning that exists for class, this does not apply anywhere else in QBO. We have slightly redesigned the bank feed treatment of the class warning to harmonize it with the payee warning, but we didn't make any functionality changes to the class warning.
We hope this makes it easier for you to manage payees on transactions posted by clients or others within your firm!
