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Create renaming rules

You want to know how to create renaming rules.

You may have selected Renaming Rules in the upper right hand corner of the screen and seen the following message:

Renaming rules are created automatically by QuickBooks to rename downloaded payee names to your QuickBooks names. Currently no renaming rules exist.

There are no instructions on how to create a renaming rule on this screen.

Detailed information

Creating a renaming rule does not occur until you select a downloaded transaction, select the Payee & Account, and Add to QuickBooks. The Renaming Rule then associates any other similarly named online banking payees that contain the Payee’s name with the existing vendor name from your list. For example: 1019Irving, 1020Irving, 1021Irving will associate the transaction with the Vendor name Irving

Side-By-Side Mode:

  1.  Select a previously downloaded unmatched transaction to add to the register.
  2. From the dropdowns on the Right side of the screen, select the Payee & Account that you using for this transaction.
  3.  Select Add to QuickBooks button.
  4. The new Renaming Rule can now be viewed, edited or removed when you select “Renaming Rules” in the upper right hand corner of the screen.

 

Register Mode:
  1. Select a previously downloaded unmatched transaction.
  2. Select "Add One to Register" button.
  3. “Using the Register” is already selected, select OK.
  4. Select “Create Alias”.
  5. Choose a Payee to associate the transaction with from the dropdown, select OK.
  6. Select the Account in the register and select "Record".

 

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# HOW13193
8/30/2014 11:13:11 AM
PPRDQSSWS400 9102 Pro 2013 a9e965