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December 23, 2023
Question

How to change the name of an account in the chart of accounts

  • December 23, 2023
  • 1 reply
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I need to edit an existing account in the chart of accounts

1 reply

December 23, 2023

Thank you for visiting the Community today, mogalera55.

 

Changing the name of an account in QuickBooks Online (QBO) is a breeze. Simply navigate to the Chart of accounts page and you'll be able to finish this task in just a few clicks.

 

Here's how:

 

  1. In your company, go to the Transactions menu on the left panel and select Chart of accounts
  2. From the list, look for the account you're working on.
  3. Go to the Action column to select View register or Account history and click the Edit option. 
  4. Head to the Name field in the Account screen and make the necessary changes.
  5. Tap the Save and Close button to apply the changes. 

 

Need more detailed information on keeping your chart of accounts organized? Take a look at these links for valuable insights:

 

 

In addition, these resources contain in-depth information on the different categories and provide instructions on removing or merging specific accounts:

 

 

Should you have any further questions or need additional assistance in managing your chart of accounts or editing the information, drop a comment below and tag my name. I am available to help you with any questions or concerns you may have. Wishing you a fantastic day ahead, @mogalera55.