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View or delete an alias for a name in QuickBooks

Change or delete a renaming rule for a name in QuickBooks

You can change or delete renaming rules linked to customer, vendor, or employee names in QuickBooks. You might need to do this if a payee in a downloaded statement has been accidentally linked to the wrong name in QuickBooks.


To change a renaming rule

  1. Edit the renaming rule as needed:

    • Change the type of rule, the characteristic of the downloaded name that runs the rule:
      • Begins with

      • Ends with

      • Contains

      • Exactly matches

    • Change what QuickBooks looks for in the downloaded name to run the rule.
  2. Click Save.

To delete a renaming rule

  1. Click Remove next to a rule.

  2. Click Save.

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