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HealthyBite
December 31, 2024
Question

How to change account names to disintinguish between subaccounts when transferring in QuickBooks.

  • December 31, 2024
  • 1 reply
  • 0 views

Is there a way to change the account names of subaccounts at a specific bank so that you can distinguish them when transferring money to and from QuickBooks checking?

 

I have multiple subaccounts at a credit union and cannot tell them apart because of the long bank name in the software, either in QuickBooks online OR the app.

1 reply

BigRedConsulting
BigRedConsulting
December 31, 2024

Edit the accounts from your chart of account / account list (dumb QB Online name) and change the accounts' names to be shorter so you can tell them apart.

H
HealthyBiteAuthor
January 2, 2025

I have already shortened the names in the Chart of Accounts but the changes don't show up in the list of accounts when transferring in and out of QuickBooks checking. See the attached picture showing the two locations and non-matching names.

BigRedConsulting
BigRedConsulting
January 2, 2025

Sorry, I don't know what that's a picture of / don't understand the issue.

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