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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
🔍 (Search) button.

Note: This will display any names that contain an ampersand (&).

  • Edit the name to remove the ampersand (&) and replace it with "and".
  • Repeat this process with the Other Names list.
  • KB ID# HOW13184
    4/28/2017 8:30:50 PM
    QYPPRDQBKSWS05 9138 Pro 2017 ee2ebf