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Switch between banking modes

SOLVEDby QuickBooks47Updated July 14, 2023

Learn how to switch between banking modes in QuickBooks Desktop.

There are three Bank Feed modes available in QuickBooks. Each mode displays and handles transactions in your Bank Feeds differently. You can change between modes as often as you need.

You might need to change modes because you can't rename rules in Classic Mode (Register Mode) if you made them in Advanced or Express Mode. You can't use aliases in Classic Mode if you made them in Advanced or Express Mode.

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.

  1. Go to Edit, and then select Preferences.
  2. Select Checking then go to the Company Preferences.
  3. In the Bank Feeds section, select either
    1. 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.
    2. Express Mode: This uses the Transactions List window to add or match transactions. Renaming rules are created automatically.
    3. 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.
  4. Select OK.

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