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June 29, 2021
Question

How do I change the name of an account in the QB general ledger?

  • June 29, 2021
  • 2 replies
  • 0 views
for example is an asset account was listed as "glassware" and you want to change that name to 'plates' how do you change the name?

2 replies

SophiaW
June 29, 2021

Hi @BLeadbetter , thanks for reaching out to the community.

You're on the right path in changing the account's name. Let's walk you through how you can change it in your Chart of Accounts in QuickBooks Online.

 

Here's how:

  1. Select Accounting on the left navigation panel and choose Chart of Accounts.
  2. Click the drop-down in the ACTION column for the account and choose Edit.
  3. Enter the desired information in the Name field.
  4. Hit Save and Close.

Also, you can refer to the following articles for additional insight and screenshots about editing accounts, as well managing your Chart of Accounts: 

June 30, 2021

To prepare financial reports and track financial transactions, you can go ahead with the given steps and make the required changes to change the name of an account in the QB general ledger!