How to use the Renamings tab (ProperSoft converters)

How to use the Renamings tab (ProperSoft converters)

This video is to show how to work with the Renamings tab.

The Renamings tab helps you to:

How to use the Renamings tab Step 1: main window

How to use the Renamings tab Step 2: New Name

How to use the Renamings tab Step 3: Set Category

How to use the Renamings tab Step 4: Rename Category

So, this converter is Bank2QIF. A QIF file does have Categories, so Categories are applicable to this format, so all these three tables will be used for some formats, like the QBO format. There are no Categories, so, Category tables will not be used. But the screen is not changing, it looks the same and it also shares data across converters. When you edit any data here and then you switch to another converter, you will see the same data on the Renamings tab.

How to use the Renamings tab Step 5: three columnsHow does it work? Let's say, we have an original name, as 'Bookstore invoice', so we would like to change it to 'Bookstore'.

How to use the Renamings tab Step 6: Bookstore invoice

First, we can enter ourselves.

How to use the Renamings tab Step 7: enter name ourselves

Or we can right-click here and say 'Add payee(s) to payee mapping'.

How to use the Renamings tab Step 8: Add Payee(s) to Payee Mapping

Then we go to the 'Renamings' and we see, that it was added here.

How to use the Renamings tab Step 9: Added Name

In this case, we want to rename anything that 'Bookstore' to be 'Bookstore'. We use 'Asteroid' before and after.

How to use the Renamings tab Step 10: Asteroid

Then say, that this is a 'Bookstore'.

How to use the Renamings tab Step 11: Bookstore

The Name was renamed to 'Bookstore'. For example, if you have a 'Bookstore invoice', 'Bookstore1', 'Bookstore3' - it would be all changed to 'Bookstore'.

How to use the Renamings tab Step 12: renamed to Bookstore

You can enter multiple things, here again, you can use 'Gas company', right-click 'Add payee(s) to payee mapping'.

How to use the Renamings tab Step 13: Gas company add payee

Go back to 'Renamings' and say 'Gas Company'.

How to use the Renamings tab Step 14: Gas company

You don't have to use 'Asteroid', if you want exact Renamings, for example, 'Gas company' should be a 'Gas company Inc.'.

How to use the Renamings tab Step 15: Gas company Inc

But, usually, you would use 'Asteroid', so you don't have to care about these special characters for the special extra things, you could just clean up. To clean up you would use 'Asteroid', before and after. This is the part, that will be looking for.

How to use the Renamings tab Step 16: Gas company Asteroid

And this is the clean Name you want to be, as a final Name.

How to use the Renamings tab Step 17: Gas company clean Name

The Name was renamed to 'Gas company Inc.'.

How to use the Renamings tab Step 18: Gas company Inc changed

For example, 'Hydro' we want to do 'Office supplies'. So, to change it - we do 'Add payee(s) to payee mapping', go to 'Renamings'.

How to use the Renamings tab Step 19: Hydro add payee

And then we say at the 'Category', that 'Hydro' is the 'Office'.

How to use the Renamings tab Step 20: Hydro Office

Go back, we see this Category became 'Office'.

How to use the Renamings tab Step 21: renamed Office

For example, for the 'Payroll'.

How to use the Renamings tab Step 22: Payroll

Go to 'Renamings', for Category - 'Payroll' and for the New Category - 'Payroll Expenses'.

How to use the Renamings tab Step 23: Category Payroll

It is renamed from 'Payroll' to 'Payroll Expenses'.

How to use the Renamings tab Step 24: renamed Payroll

Why we do that? First, for clean up Names. You don't have to clean up Names, if the software already knows your Vendor names, like that, then it would use these clean Names.

How to use the Renamings tab Step 25: clean names

And the second format, like IIF format - you have to provide exact Vendor Names, otherwise, QuickBooks will create a new Vendor record, you have to do that to provide actual Vendor Names. For the IIF format, you have to assign a category, which is expense or income account, so you have to use this table here to assign based on Payee names, assign categories, so IIF file has the category already for each transaction.

How to use the Renamings tab Step 25: assign categories

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