How do I manage and report on online payees?

Payee names and account numbers must remain as they were when they were originally set up, but you can change other payee information as necessary. You can also create reports that include information about your online payees and the payments you've made to them, including date, account, check number, status, category, amount, and more.

Note that you can't edit or delete payee information if there are pending payments for that payee. You must either wait until the payment has cleared or cancel the payment. Also, renaming rules won't affect online payee names stored in the Online Payee List or used to create payment instructions.

To edit information about an online payee

1. Choose Tools menu > Online Payee List.

2. Select the payee you want to edit.

3. Click Edit.

Notes

• Your payment processor may not allow you to change certain online payee information. See Why can't I edit or change payee information?

• Renaming rules won't affect online payee names stored in the Online Payee List or used to create payment instructions.

To delete an online payee

1. Choose Tools menu → Online Payee List.

2. Select the payee that you want to delete.

3. Click Delete.

Notes

You can only delete an online payee for whom there are no pending payments. If you delete a payee, any transactions associated with that payee still remain in your register.

If you receive an error message while attempting to cancel a payment, troubleshooting information is available.

To see a spending report for an online payee

• Choose Tools menu → Online Payee List.

• Select the payee that you want to see a spending report for.

• Click Report. Your report includes information about the online payee and the payments you've made to it, including date, account, check number, status, category, amount, and more.