<topic sku="core" tNum="289623" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Match variations of payee names</title><category>online</category><klink type="prcdr">How do I match variations of payee names?</klink></index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>When you download transactions, the payee name may not always be downloaded exactly the same. The name may be abbreviated differently, have additional numbers, or be displayed as an address. You can match variations of a payee name so that when you download transactions in the future, the payee name variations will automatically be changed to the payee name you have chosen.</p>
</reveal>
</extend>
<ol>
<li>On the <emph>Accounts & Bills</emph> menu, click <emph>Categories & Payees</emph>.</li>
<li>In the left pane, click <emph>Payees</emph>, and then click <emph>Go to Payee Rules Manager</emph>.</li>
<li>In the <emph>Preferred payee name</emph> list, click the payee name that you want to use.</li>
<li>Match a new payee name variation or remove a payee name variation.</li>
<ul>
<li>To match a new payee name to the edited payee name, click <emph>Add</emph>, enter a payee name variation, and then click <emph>Add</emph>.</li>
<li>To remove a payee name variation, click the payee name in the list, and then click <emph>Remove</emph>.</li>
