cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

My bank is linked to QB. Updated an employee name for one transaction and it updated the same employee name for all

 
1 Comment
Highlighted
QuickBooks Team

Re: My bank is linked to QB. Updated an employee name for one transaction and it updated the same...

Hey @vidhyaganesh,

 

In QuickBooks, transactions with similar descriptions follow the same payee name when edited. Let me add some details about this and help you further.

 

Currently, there's no option to turn this off in QuickBooks. But you can create bank rules to efficiently categorize your transactions.

 

In addition, when you create bank rules, this allows you to rename your transactions without updating it on the others.

 

To create your bank rules, you can follow the steps below:

  1. Click on Banking from the left panel.
  2. Click on the Rules tab.
  3. Choose New Rule.
  4. Enter the Rule Name and other details of the rule.
  5. Click on Save.

You can also read this article for more information: How to Set and Use Banking Rules for Downloaded Transactions?

 

Please don't hesitate to get back to me if you need help with anything else. I'd be happy to help.

Need to get in touch?

Contact us