Banking Aliases - Accounting Software Secrets
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Banking Aliases

Banking Aliases

Online Banking Alias Management

With version 2005 there was a new online banking preference available to manage multiple payee names with one name on the lists in QuickBooks.  The way this change is managed on the list is with an additional button on the additional information screen.  Here is an example from the vendor list, but it looks similar on any of the other lists.

QBRA-2005: Lists > Vendor List > Click on a name > Vendor > Edit > Additional Information Tab


If online banking transactions have been linked to the name on the list using aliases, it is possible to manage the aliases by clicking on the button

QBRA-2005: Lists > Vendor List > Click on Vendor > Vendor > Edit > Additional Info Tab > Manage Aliases


If there have not been any aliases associated with the name, a warning pop up will appear if the manage aliases button is chosen.


When online banking transactions have been downloaded, click on the downloaded transaction from the unmatched list.  If the name is not found, a pop up box will appear stating the name is not recognized.


If the choice is to create alias, another pop up box will appear with a pull down of all the names from all the lists (i.e. customers, vendors, employees, etc) to create the link from the name provided by the downloaded transaction as compared to the names on the lists.


Once a name has been chosen, an alias confirmation pop up box will appear.




List Limits Expanded

For most QuickBooks users, the list limit for the QuickBooks Pro and Premier products of 14,500 is sufficient.  For some, however, that is not the case.  We have been seeing increased list size for a variety of reasons.  One of the most common is the increased number of customers as the result of web site sales.  For version 6 and prior, the list limit was doubled for the Enterprise Solutions Product.  New with version 7, the Enterprise Solutions limit has been removed.

More information on this topic

What’s New in Version 2005

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