QuickBooks for Mac 2014 User’s Guide 172
2 Click Renaming Rules at the top of the window.
3 On the Renaming Rules windows, click the + button at the bottom of the window.
4 Set up your rule. Think of your rule as an if/then sentence. "If this happens, then I want QuickBooks to
do this." Use the first line (the "If" line) to tell QuickBooks what text to look for in the downloaded
payee name. So, for the first part of your sentence, pick an action and enter text.
o begins with — Apply the rule to any downloaded payee that begins with the text you enter.
o contains — Apply the rule to any downloaded payee that contains with the text you enter.
o ends with — Apply the rule to any downloaded payee that ends with the text you enter.
o exactly matches — Apply the rule to any downloaded payee that exactly matches the text you
enter.
Note: The text you enter is not case-sensitive, so don't worry about uppercase vs. lowercase.
5 Use the second line (the "then" line) to tell QuickBooks what you want to do with transactions that
meet the criteria of the first line.
o rename to — Renames the downloaded payee to a vendor name you select. If you don't see the
vendor you want, you can just enter the name and QuickBooks will prompt you to set up the
vendor.
o don't rename — The downloaded payee stays at it is and is not renamed. This is useful for
transactions such as checks. The downloaded name is probably the word "Check" plus a number
and you need to choose which payee that check actually went to. You can create a rule that if the
downloaded payee name contains "check" then don't rename it. Then you can choose the payee
name manually for each check to make sure it's correct. QuickBooks adds a default list of these
"don't rename" rules for checks, deposits, and withdrawals automatically.
6 Click OK.
Editing a renaming rule
Once you create a rule, you can edit it to get make it work just the way you want.
To edit a renaming rule
1 Open the rule you want to rename:
o In the Downloaded Transactions window, select a downloaded payee that has the rule applied
that you want to change. Then click the arrow next to the name, and click Edit Rule.
o Click Renaming Rules. On the Renaming Rules windows, double-click the rule you want to edit or
select it and click Edit.
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