Switch between Bank Feeds modes:
Before you switch modes, make sure to update QuickBooks to the latest release and you're in single-user mode.
- Go to Edit, and then select Preferences.
- Select Checking then go to the Company Preferences.
- In the Bank Feeds section, select either
- Advanced Mode: This uses the Transactions List window to add or match transactions. You can quickly update transactions for future matches or create rules to automatically recognize and match transactions to your books.
- Express Mode: This uses the Transactions List window to add or match transactions. Renaming rules are created automatically.
- Classic Mode: This uses the account register to add or match transactions. Aliases match names exactly and you control when you want to create aliases.
I do not see this. When I go Edit | Preferences | Chequing | Company Preferences under Bank Feeds I only see Payee aliasing is: and Turn on Bank feeds log files.
I'm using Quickbooks Desktop 2024 Canadian