Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
J
jmattrick-gmail-
November 5, 2024
Question

Can I change the name of an account?

  • November 5, 2024
  • 1 reply
  • 18 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

Z
ZackE_Moderator
Moderator
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!

R
RanchCPA
August 13, 2025

I changed the account name, but only the balance came over. I can no longer see the transaction details for the entire history of the account. If I change the Profit and Loss to "Classic View" I can drill down on the account and see the details, but this is the only way. Is this error being addressed?

 

Has anyone else had this problem?

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement