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Deleting payees from Q2006 dropdown list

 

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Subject Author Date
Deleting payees from Q2006 dropdown list cowguy 05-02-2006
Posted by cowguy on May 2, 2006, 9:49 am
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There are many unwanted variations of a single payee present in the
payee dropdown list, usually due to account number changes, etc.
Efforts to pare them back included cleaning up the online payee list,
memorized transaction list, and checking the "remove payee's not used
in xx months". They still remain.

Using quicken 2006. TIA for any successful methods to remove these
unwanted payees.
Winner gets a new car.

Pierre


Posted by Jay M Apple on May 2, 2006, 11:30 am
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I'd like a Bentley, please.

Your changes deal with future transactions. Use Edit>Find &
Replace>Edit/Replace. Search for the old payees with "Payee", "Contains" to
capture variations, check (click in box) those you want to change, then use
"Edit Transactions" and fill in "Replace selected fileds with" section.

Done.

The Bentley should, preferably, be the sporty two-door in black.

Thanks

Jay

> There are many unwanted variations of a single payee present in the
> payee dropdown list, usually due to account number changes, etc.
> Efforts to pare them back included cleaning up the online payee list,
> memorized transaction list, and checking the "remove payee's not used
> in xx months". They still remain.
>
> Using quicken 2006. TIA for any successful methods to remove these
> unwanted payees.
> Winner gets a new car.
>
> Pierre
>



Posted by Bernie Cosell on May 6, 2006, 9:54 am
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} Your changes deal with future transactions. Use Edit>Find &
} Replace>Edit/Replace. Search for the old payees with "Payee", "Contains" to
} capture variations, check (click in box) those you want to change, then use
} "Edit Transactions" and fill in "Replace selected fileds with" section.

Lemme see if I understand this: even though a payee is no longer in the
payee list, if you happen to have a [historical] transaction that was sent
to that payee, Quicken will continue to 'remember' it? You learn something
every day..:o) [also accounts for why it is so hard to 'fix' this for
someone [like the lab my Dr. uses] that gets me a different account/invoice
number every time: the previous transactions are always still there in my
register.] tnx!

/Bernie
--
Bernie Cosell Fantasy Farm Fibers
bernie@fantasyfarm.com Pearisburg, VA
--> Too many people, too few sheep <--

Posted by Andrew on May 3, 2006, 8:17 am
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cowguy@aol.com wrote:
> There are many unwanted variations of a single payee present in the
> payee dropdown list, usually due to account number changes, etc.
> Efforts to pare them back included cleaning up the online payee list,
> memorized transaction list, and checking the "remove payee's not used
> in xx months". They still remain.
>
> Using quicken 2006. TIA for any successful methods to remove these
> unwanted payees.
> Winner gets a new car.
>
> Pierre

You might also try seeing if you have multiple entries (or unwanted entries)
for them in the Address Book as well. I had a payee I couldn't figure for
the life of me where it was still getting info from, and that's where is
lurked, despite my not explicitly using the 'Address Book'. I am not saying
for a fact this has anything to do with your problem, but it might have some
bearing.

--
-------------------------------------------------------------
Regards -

- Andrew



Posted by Andrew on May 4, 2006, 10:08 pm
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vcard wrote:
> Thank you!!! I had this problem too, and tried Jay's suggestions,
> but they didn't help. This was perfect!
>
> vcard
>
>> You might also try seeing if you have multiple entries (or unwanted
>> entries) for them in the Address Book as well. I had a payee I
>> couldn't figure for the life of me where it was still getting info
>> from, and that's where is lurked, despite my not explicitly using
>> the 'Address Book'. I am not saying for a fact this has anything to
>> do with your problem, but it might have some bearing.
>>
>
>
>
> *** Posted via a free Usenet account from http://www.teranews.com ***

No problem - by the way, I remember John Pollard had given this advice to
someone and it helped me at the time as well, so I remembered it. (I
thought I had quoted the source in my original post. Sorry John.)

--
-------------------------------------------------------------
Regards -

- Andrew



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