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February 9, 2020
Question

how to change payee name

  • February 9, 2020
  • 1 reply
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1 reply

February 9, 2020

Thanks for dropping by the Community, Judy29.

 

To change the payee name, you’ll have to manually open each transaction to update the information. I have a few simple steps to perform this task.

 

  1. Tap the Transactions menu on the left panel to view all entries recorded in your account. 
  2. From the list, select the entry you’re working on and then click the arrow facing towards the left to expand it.
  3. Under the Transaction column, enter the correct payee name in the field box.
  4. Click Save to keep the changes.

 

For future reference, I’m adding a link that contains our self-help articles. Simply browse on the topic and click on the link to view the complete details: QuickBooks Self-Employed.

 

If there’s anything else I can help you with, post a comment below. I’m more than happy to assist further. Have a good one.