Skip to main content
Aug 10, 2024 11:55 PM UTC
Solved

Our bank changed from Visa to Mastercard. I have the Visa card linked to Qbooks. How do I change the name of the account in Quickbooks?

The transactions are still importing.  
Aug 11, 2024 12:55 AM UTC

To change the account name, navigate to the Chart of accounts, jeanette16. Let me walk you through the process.

 

Here's how:

 

  1. Go to Transactions, then select Chart of Accounts.
  2. Look for your account, then click the small drop-down arrow beside View Register.
  3. Choose Edit.
  4. Update the name of the account.
  5. Click Save.

 

 

In addition, you'll want to check this article as a reference to run basic reports: Run reports in QuickBooks Online.

 

Let me know if you need further assistance with banking concerns. Feel free to circle back, and I'm always here to help.

5 replies

Aug 11, 2024 12:55 AM UTC

To change the account name, navigate to the Chart of accounts, jeanette16. Let me walk you through the process.

 

Here's how:

 

  1. Go to Transactions, then select Chart of Accounts.
  2. Look for your account, then click the small drop-down arrow beside View Register.
  3. Choose Edit.
  4. Update the name of the account.
  5. Click Save.

 

 

In addition, you'll want to check this article as a reference to run basic reports: Run reports in QuickBooks Online.

 

Let me know if you need further assistance with banking concerns. Feel free to circle back, and I'm always here to help.

Aug 12, 2024 3:43 PM UTC

Perfect!  So simple...thank you!

Aug 12, 2024 4:26 PM UTC

Hi @jeanette16.

 

I appreciate your prompt response in the Community forum. It's great to hear that my colleague was able to successfully assist you with updating your account name in QuickBooks Online.

 

Please don't hesitate to reach out again in the Community if you have any further questions or concerns. We're always here to help you out, @jeanette16. Have an excellent day!