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September 4, 2024
Question

How do you modify a category description? thank you.

  • September 4, 2024
  • 1 reply
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1 reply

September 4, 2024

You can go to your Chart of Accounts and edit the name of the description category, @ttom2.

 

Let me give you the steps on how to do it. Here's how:

 

  1. Open your Chart of Accounts. 
  2. Look for the transaction you want to modify
  3. Click the drop-down list beside View register, then select Edit.
  4. Change the category description.
  5. Click Save and close

 

Moreover, check out this article for future reference reconciling your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

I'm just here in the community to provide further assistance if you have follow up questions about editing description category in QBO. Have a great day.