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September 2, 2023
Question

I need to change the title of an account how do I do it?

  • September 2, 2023
  • 1 reply
  • 1 view
I have an account titled cash.  How do I add an account number?

1 reply

Level 5
September 2, 2023

Hi there. The option to add your bank account number is only available in QuickBooks Online. Don't worry I'll guide you with some workaround for this in QuickBooks Self-Employed.

 

There isn't a specific field to enter the account number in QBSE. Alternatively, you can edit your financial institution's name and input the number from there. I'll show you how it's done:

 

1. Click on the Gear icon.

2. Select Manage Accounts.

 

3. Locate the bank account you want to modify.

4. Click on the pencil icon to make some changes.

 

5. Enter your bank account number.

 

If you're all set, check out this module about grouping transactions: Categorize transactions in QuickBooks Self-Employed.

 

Keep us updated so we can help you further with banking or QuickBooks. Take the best care!