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January 8, 2022
Question

Can I change bank account names? I have multiple bank accounts with the same name so when I filter "Account" it's difficult to know which account is which.

  • January 8, 2022
  • 1 reply
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1 reply

DivinaMercy_N
January 8, 2022

Changing bank account names in your QuickBooks Self-Employed (QBSE) account is a breeze, @sundayrest22-aol. I'm here to guide you how.

 

You can modify the bank names through the Bank Accounts page. Here's how:

 

  1. Sign in to your QBSE account and select the Gear icon.
  2. Choose Bank Accounts.
  3. Select the pencil icon of the account you need to change the name.
  4. Then, click anywhere to save the changes.

 

You'll want to ensure your transactions are matched to the correct line of your Schedule C by categorizing them.

 

You're always welcome to post here again if you have any other concerns about changing bank account names in QBSE. Wishing you and your business continued success.