Can you delete an alias in the bank feed set up on trasfers?

Yes, we can, heatherlee1112.

When deleting an alias also removes the downloaded transactions associated to it.

You can delete them by going either to the Customer Center or Vendor Center depending their type. Let me show you how:

1. Click Vendors, and then select Vendor Center.
2. Right-click the vendor name.
3. Select Delete Vendor.

If the alias has transactions, you'll have to select Make Vendor Inactive.

However, if want to assign a different alias to the downloaded transaction, you can modify it through the Bank Feed Center. Before doing so, you'll have to add the transactions to the register first.

Let me guide you with these steps:

1. Click the Banking menu.
2. Select Bank Feeds, and then Bank Feeds Center.
3. Double-click the register.
4. In the Downloaded Transactions section, select the transaction.
5. Select Add One to Register.
6. In the Add Unmatched Transaction window, select ether of the options.
7. Click OK.
8. From there, remove the name, and then click the drop-down arrow to select a new name.
9. Click Record.
10. Click Done.

Feel free to browse these articles in case you want to add rule to the transactions:

• Use renaming rules for Bank Feeds
• Switch between banking modes

I'll always be right here if you still need my help!

What if you just want to delete the alias not the vendor.

I have a monthly rent expensive that was incorrectly made an alias of a weekly merchandise vendor.

I have many weekly transactions with this vendor which are correct but now this monthly transaction that is incorrectly automatically made an alias to this active merchandise vendor.

how do I remove just this alias without eliminating the vendor or any of the vendors transactions?

Currently I am correcting individually every month in the register after each download.

Hello, @RGreen151.

Removing the alias usually depends on where it was added on the transaction. If your bank is connected to QuickBooks and the alias was added on the description or memo field, then you have to add the transaction from the bank feed so you can modify or remove the alias added.

On the other hand, if it was added as a vendor or customer, then link or categorize the transaction to the correct one by clicking on the drop-down arrow under the Payee column.

In case you have any other QuickBooks concerns in the future, feel free to read this article: Get started with Bank Feeds for QuickBooks Desktop.

Let me know if you have any other questions as I'm always here to help. Have a good day!

Thank you for your reply,

I am using Quick Books Premier 2019, I connect to the bank via Chase Web Connect and when I download via the Bank Feed and click on Add Multiple under Downloaded Transactions  is when the choice is listed incorrectly as one of my weekly vendors. I currently unchecked the transaction go to Add One to Register  and change the Payee and account to the correct information along with changing the Memo.

The following month I have to repeat this. Is there anyway to delete the automatic alias assigned to this monthly transaction?

The vendor that automatically gets alias to this rent transaction is a current a weekly vendor that I issue a hand written check to and sometimes make the check number the alias to this vendor, only if not entered in the register prior to the download. It would never be via the bank only via Quick books.  that list the vendors name, one the banks website and via the download it simply shows the check number and amount. I need to click on the view imagine via the banks web site to see the vendors name and memo section. 

Please let me know if you know of a way to eliminate the alias assigned to a vendor via Quick Books.

Thank you in advance.

Hi @RGreen151.
 
Currently, the option to disable auto assign alias to a vendor in QuickBooks Desktop is unavailable. However, you can create a rule to categorize and rename it correctly the way you want.
 
Here’s how to create a renaming rule:
 

1. From the Banking menu, Bank Feeds > Bank Feeds Center.
2. Select Rules in Bank Feeds window.
3. In the Rules List window, select Manage Rules drop-down then choose Add New.
4. In Add Rules Details window, provide a Rule Name.
5. 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 the + button.
6. 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.
7. Select Save.

 
Also, I added this article you can use in the future with customizing vendor reports in QBDT.
 
Please don’t hesitate to comment below if in need of extra assistance. I’ll be around to help you out. Have a great week!