Consolidating payee names for reporting

waltsgt3
waltsgt3 Quicken Windows Subscription Member
in Canada Mac

When I enter payee names, often the prefill will put in similar but different names for the same payee. Then when I am using the "how much did I pay to" easy answer report, there is a list of multiple names for the same payee. I know I can go back to each register entry and consolidate the correct name, but is there a shortcut to help me to accomplish this?

Best Answer

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Have you taken a look at EDIT, Find/Replace … and consolidating the Payee names? Be sure to take backups both before and during these mass changes.

    Also, take a look at Renaming Rules to prevent the multiple name situation from happening.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Have you taken a look at EDIT, Find/Replace … and consolidating the Payee names? Be sure to take backups both before and during these mass changes.

    Also, take a look at Renaming Rules to prevent the multiple name situation from happening.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Is this a question about Quicken for Mac or Quicken for Windows?
    It's currently categorized to Quicken Mac (see image)

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