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Online Banking 2009 - Renaming rules conflicts

10/13/2009

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If a renaming rule exists between a downloaded name and a QuickBooks name and the user changes the QuickBooks name that was pre-filled, then the renaming rule will be updated so that similar downloaded transactions will be renamed to the newly selected QuickBooks name. For example, if there exists a renamed rule such that downloaded names that contain "abc" are renamed to QBName1. If the user downloads a transation that contains "abc123", online banking will pre-select the QuickBooks name QBName1. If the user changes this to QBName2 then when they add that downloaded transaction to QuickBooks, the renaming rule will be changed so that downloaded transactions that contain "abc" will be renamed to QBName2. If the user wishes to edit a renaming rule, they can click the Renaming Rules link in the upper right hand corner of the Online Banking Center or the Add Transactions to QuickBooks window.
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