What are Aliases?
Many times, data provided by your financial institution will not match the names you have created in QuickBooks® for Vendors and Customers. Aliases enable you to create a mapping between online banking export file names and the names contained within QuickBooks®. This enables you to set up a mapping and, going forward, the online banking data will be pre-populated with QuickBooks® names.
Do aliases have to match the online banking data exactly?
No. When you setup an Alias, you have the option of setting it to match the data exactly or to only contain the word(s) in the Alias. If you specify contain, eZ Credit Card Import will search the whole transaction description and if the defined Alias is found anywhere in the description, the transaction will pre-populate with the Alias’s QuickBooks name.
Do I have to use Aliases?
No. You do not have to set up any aliases and may specify whether to use your Aliases when reading each online banking export file.