Consolidating payee names for reporting
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?
[Edited - Moved to Windows side of the Community]
Best Answer
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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 VP0
Answers
-
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 VP0 -
Is this a question about Quicken for Mac or Quicken for Windows?
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