In either case, the first thing you do is choose Banking > Downloaded Transactions and download or import transactions from your financial institution. There’s two ways to create a renaming rule. When you create a renaming rule, it applies to transactions currently listed on the Downloaded Transactions window or future transactions you will download. You can set up a rule so that any transaction with a downloaded payee with the text “GUZMAN” is renamed to the vendor “Guzman’s Nursery.” Creating a new renaming rules It clutters up the payee list and, with the all caps, it sounds like your payees are yelling at you. When you download or import transactions from your financial institution with the Downloaded Transactions window, the names under Downloaded Payees are GUZMAN’S NURSERY – 010 and GUZMAN’S NURSERY – 020 and so on. Say you’re a landscaper, and you’ve bought supplies from several locations of the Guzman’s Nursery. Watch a video on how renaming rules work > Renaming rules example QuickBooks makes this a lot easier with renaming rules. That means you need to go through and match each one with a payee in QuickBooks and that can burn a lot of time you could be doing something more useful. When you download or import transactions, the names of payees in your downloaded transactions may not match the names of payees in QuickBooks.
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