I accepted quite a number of transactions from my banking connection and now I would like to go back into my accounting and add a Payee Name. How do I do this? If I simply use an existing Payee, it presents me with this obscure statement that I don’t understand the implications – “Do you want to prefill this expense and overwrite your entries using values from this contact’s last expense?”. Why would I ever want to overwrite my entire entry just by picking a payee name?

QB Issue Resolution:

You can actually categorize and assign payees to your transactions in batch. To do this, you need to undo them first to bring them back to the For Review tab, where there is a batch-edit option.

1. In the Reviewed tab, select the transactions you want to edit.
2. Click the Undo button and select Continue to confirm.
3. Go to the For Review tab and select the transactions you want to assign payees and categories. You’ll only want to select the transactions with the same payee and category per batch.
4. Click on Batch Actions and select Modify Selected.
5. Select a Payee and a Category, and click Apply.
6. Click on Batch Actions again and choose Accept Selected.

Resolution for Issue 'I accepted quite a number of transactions from my banking connection and now I would like to go back into my accounting and add a Payee Name. How do I do this? If I simply use an existing Payee, it presents me with this obscure statement that I don’t understand the implications – “Do you want to prefill this expense and overwrite your entries using values from this contact’s last expense?”. Why would I ever want to overwrite my entire entry just by picking a payee name?' available: Yes (Solved).
Source: Intuit Community forum.

I accepted quite a number of transactions from my banking connection and now I would like to go back into my accounting and add a Payee Name. How do I do this? If I simply use an existing Payee, it presents me with this obscure statement that I don’t understand the implications – “Do you want to prefill this expense and overwrite your entries using values from this contact’s last expense?”. Why would I ever want to overwrite my entire entry just by picking a payee name?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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