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jmacclarence
February 26, 2019
Solved

Change name of account. Currently Quickbooks calls the account "money Market." I want to call this account "12 Month CD 0166." How do i do this?

  • February 26, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by MaryGraceS

'Transactions' is not on the left side.  I have 'Accounting' where I can see my chart of accounts.  I've clicked on that, but edit isn't listed anywhere.


Hi there, @agutierrez.

 

You're on the right path in changing the account's name. Let me 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: 

Should you need further assistance, please let me know. I'll be happy to help you out.

3 replies

S
SterlingD
February 26, 2019

Welcome, @jmacclarence and thank you for coming to the QuickBooks Community for assistance. I have some insight on changing an account's name to pass along.

 

Here are the steps to change an account name:

  1. In the left navigation bar, click Transactions.
  2. Select Chart of Accounts.
  3. Look for your account, then click the small drop-down arrow beside View Register or Run Report.
  4. Choose Edit.
  5. Update the name of the account.
  6. Click Save and Close.

For more information on modifying accounts, click here.

 

Please remember, I'm always here for any other questions or concerns.

R
REB3_
January 28, 2022

I do not have a Transaction icon or name

R
Rea_M
January 28, 2022

I'll make sure you're able to rename an account in QuickBooks Online (QBO), @REB3_. This way, you can manage your transactions accordingly.

 

You can change the name of an account through your Chart of Accounts in QBO. Let's go to the Accounting menu to perform this process. Here's how:

 

  1. Go to the Accounting menu. 
  2. Choose the Chart of accounts tab.
  3. Click the drop-down under the Action column for the account and choose Edit. 
  4. Enter the desired information in the Name field.
  5. Select Save and Close. 

 

Also, to learn more about what the chart of accounts is and why it’s important to set up correctly in QBO, I'd recommend checking out this article: Learn about the chart of accounts in QuickBooks Online.

 

Please don't hesitate to let me know if you have other concerns about managing your accounts in your chart of accounts in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @REB3_.

J
jmacclarenceAuthor
February 26, 2019

This is a Bank Account I want to change the name of.

S
SterlingD
February 27, 2019

Hi @jmacclarence.

 

Thank you for getting back to me. 

 

The steps I provided above should work to update the name that's showing for the bank account "Money Market". 

 

If these steps are not allowing you to update this, please let me know. I'll be keeping an eye out for your response.

A
agutierrez
September 19, 2019

'Transactions' is not on the left side.  I have 'Accounting' where I can see my chart of accounts.  I've clicked on that, but edit isn't listed anywhere.

D
dwpPam
May 13, 2021

I decided to change the account name of Cash to Daily Sales and for whatever reason after doing that it created 4 transactions in undeposited funds which had already been deposited a couple of months ago.  So now Daily Sales shows a negative amount.  How do I correct that without undoing the previous deposits?

D
DebSheenD
May 13, 2021

Hello, dwpPam.

Let me share some insights about the transactions that you recently created.

The Undeposited Funds holds all the payments that you need to combine and deposit to the correct account.
With regards to your concern, let's ensure to check your transactions' set up if it's correct.. 

Here's  how:

  1. Go to the Accounting menu.
  2. Select Chart of accounts.
  3. Find the Undeposited Funds account on the list.
  4. Click Account history and choose the recent transactions created.
     

For future reference, read through this article to learn more about how to Record and make bank deposits in QuickBooks Online.

Let me know if you have additional concerns in managing your transactions. I'm always here to help.


 

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