This is an FYI for people who use Relay Bank. I want to show you a weird thing that I’ve seen happen within my QuickBooks when using a Relay virtual credit card.
This is something that I found in the Gentle Frog QuickBooks account when doing my own accounting.
QuickBooks’ Incorrect Payee AutoSuggestions
Here is the transaction where I spotted this:
This is a recurring transaction that I pay using a Relay virtual card.
The Description says “Corporate.” QuickBooks is suggesting “Workway Offices” as the Payee and the Category or Match “Rent & Lease.”
That red text is from Hector Garcia’s RightTool Chrome Extension. You won’t see that text unless you have the Pro version of the extension.
Everything about this transaction looks fine. I do pay Workaway Offices $40-50/month. But this is NOT a payment to Workaway Offices.
QuickBooks is pulling the Payee information from the last transaction I had where the Description was “Corporate”.
If I open this transaction I can see the bank details say this is a payment to Zoho Social.
Normally QuickBooks would suggest the correct Payee but for some reason, it does not when I use a Relay virtual card.
I wanted to make you aware of this possible issue so you can watch out for it. It may be happening with other virtual cards as well.
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