LoginProOnGo Credit Card Sync; ‘Guess Vendor’ Explained
If you’ve spent enough time in your credit card register in QuickBooks, chances are you’ve been bugged by missing merchant names. Oftentimes the merchant name appears in the memo of a credit card transaction, but the Payee is left blank.
ProOnGo has you covered. One aspect of our new credit card sync feature is vendor guessing. ProOnGo will take the vendor name from the transaction and assign it as the vendor name/payee so that you don’t have to key in a thing.
All you have to do to set up is check a box.
Check the box next to “Guess Vendor If Not Present” and you’re set!
ProOnGo will then automatically take the vendor name from the transaction’s memo and assign it to the Vendor Name in ProOnGo, and by extension the Payee name in QuickBooks! Then, from the ProOnGo Expense mobile app you can edit the payee (or any other field) from any smart phone, and send the changes off to QuickBooks. You’re so tech savvy.
