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November 5, 2024
Question

Can I change the name of an account?

  • November 5, 2024
  • 1 reply
  • 0 views
The name of the credit card has changed,  how do I change the name of the account. It is the same account, only the name has changed.   

1 reply

November 5, 2024

Thanks for becoming part of the Community, jmattrick-gmail-.

 

You can change an account's name while editing it in your Chart of accounts.

 

Here's how:
 

  1. In the left navigation bar, go to Transactions, then Chart of accounts.
  2. Find your account and click its Drop-Down Arrow (▼) icon.
  3. Choose Edit.
  4. Make any necessary changes to the Account name field.
  5. Select Save.

 

If you ever need a second set of eyes for your books, our team at QuickBooks Live Expert Assisted is always available to help with best practices and guidance on getting the most out of QuickBooks.  

 

I've also included a detailed resource about working with accounts which may come in handy moving forward: Learn about the chart of accounts

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Tuesday!