auto-assigning accounts to payee's

Jun 09, 2005 2 Replies
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Yes, first time post...glad to have found you all!



Here is my problem..I have been trying for the longest time to figure out how to tell QB (2005 enterprise) to default to a specific acccount whenever a certain payee is brought up. For example, I would like for QB to automatically use my "utilities - electric" account when I enter "FPL" as the payee.



Is this possible, without using memorized transactions? The reason memorized transactions do not work for me is that i import my monthly statement, and all I want to do is change the payee for each of the imported checks.



I hope I have been clear with this...any and all help appreciated!



advTHANKSance,



- mark


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Edit, Preferences, General, My Preferences, "Automatically recall last transaction for this name".

This doesn't assign a specific account to a Vendor, it brings all the data (except date) from the most recent transaction as a template, which is better as it can include more than a single account. But I don't know whether it will work when you import transactions; if not, then nothing will.

figure out

monthly

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"!-!" wrote in news:Ac5qe.14630$Nd3.721421 @news20.bellglobal.com:

Excellent...very much good enough!

- mark

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