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Use renaming rules in QuickBooks Desktop

The article outlines the steps in creating and modifying renaming rules. It also provides common fixes for common issue with renaming rules.

Setup renaming rules
  • Renaming rules are available only if you are in the Express Mode (known as the Side-by-Side mode in earlier versions of QuickBooks Desktop).
  • If you are in the Classic Mode, you will use payee aliasing instead.
  • Renaming rules are company file-specific.
Unexpected results and common issues
KB ID# HOW13184
12/8/2016 9:47:51 PM
PPRDQSSWS404 9138 Pro 2017 dfc4c8