Auto Rules

Good day, @steve45. I'm here to lend a hand. 

In QuickBooks Desktop (QBDT), you can use the Renaming rules feature to help manage bank transactions in which this is available if you are in the Express Mode. However, if you're in Classic Mode, you'll use payee aliasing instead.

To create a renaming rule, here's how:

1. Go to the Banking menu at the top. 
2. Select Bank Feeds, then Bank Feeds Center.
3. In the Bank Feeds window, tap Rules. 
4. In the Rules List window, choose Manage Rules drop-down then select Add New.
5. Enter a Rule Name in the Add Rules Details window. 
6. From the Description drop-down, make a selection and in the Description field, type a word or phrase you want to use as the condition for the rule. If you want to create more conditions, select + button.
7. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.
8. Hit Save. 

Once done, you can now add transactions using the renaming rules created. 

For more information about this process, check out this article: Use renaming rules for Bank Feeds.

For additional knowledge, you can also visit our Banking and bank feeds page to learn some tricks on managing your bank feeds.

Should you have other QuickBooks concerns or questions, feel free to leave a comment below. I'm always here to help. Have a great day!