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March 9, 2024
Question

How do you change the name of a bank account once linked?

  • March 9, 2024
  • 1 reply
  • 0 views
I want to make it easier to match transfer by creating an easy to use naming convention for various credit cards and bank accounts.

1 reply

March 9, 2024

Hello there, adam.

 

I can help you change the bank account name in QuickBooks Online (QBO). We can do that by going to the Chart of Accounts.

 

Here's how:

 

  1. Go to the Transactions menu and select Chart of Accounts.
  2. Choose your bank account.
  3. Click the View register drop-down arrow, then select Edit.
  4. In the Name box, update the bank account name.
  5. Hit Save and close.

 

To ensure your accounts in QuickBooks match your bank and credit card statements, refer to these articles. It includes guidance on editing completed reconciliations.

 

 

Please fill me in your comments if you have other questions with QuickBooks. I'll look forward to your response. Stay safe and well!