If you need more assistance, don't hesitate to post again here. This consists of multiple articles to help in handling your downloaded bank transactions. In addition, I've added a link you can check: QB Mac Banking. From there, you can search for one that may work for you. You may visit our QuickBooks Desktop Apps. QuickBooks Desktop for Mac can integrate into multiple third-party applications. As much as I'd like to, we're unable to provide you with a specific one you can use. You can also find the detailed steps here: Manage renaming rules for payee names in QuickBooks Desktop for Mac. Then he showed me how to access them each and / or how to add a new company and its name in the future if I ever needed that. This helps to easily categorize the entries by renaming them so they'll have the same payee. Many years ago when I begin using QuickBooks, after the man that was helping me installed my QuickBooks and set up my two small business with there company names and there checking accounts in QuickBooks. The option we have is to create renaming rules. Let me share some details about it.Ĭurrently, we're unable to categorize and match the transactions by batch in QuickBooks Desktop for Mac.
I also like the idea of having an option to categorize the downloaded transactions by bulk.
