Add or Update Payee or Category | Transaction Manager

To update a transaction’s payee or category on the “Needs Review” tab, simply open the dropdown under “Payee” or “Category” for the transaction and select the new Payee and/or Category that you wish to update the transaction to.

To update a transaction’s payee or category on the “Needs Review” tab, simply open the dropdown under “Payee” or “Category” for the transaction and select the new Payee and/or Category that you wish to update the transaction to. As soon as you make your selection for the transaction, the changes will automatically be synced and updated in the client’s QuickBooks Online (QBO) or Xero account.

Add a new payee

If you need to add a new payee, simply open the “Payee” dropdown and start typing the name. You will see an “Add” option appear that you can click.

If you need to add a new payee, simply open the “Payee” dropdown and start typing the name. You will see an “Add” option appear that you can click. 

After you click “Add,” a pop-up named “Add Vendor/Payee” will appear, where you can finish adding the name and select the type of payee (vendor/customer). When finished, click the “Save Changes” button. 

After the changes have been saved, the new payee will be added to the “Payee” field.