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Hi treasurer112,
I'm having a bit of trouble understanding exactly what you are referring to.
By 'Assign To' are you referring to the Category section within the banking tab?
I just want to clarify this before I give you any further advice in the hope that I don't give you the wrong advice!
Look forward to hearing from you.
Kristian.
Hi Kristian
yes, I am talking about the Category section. The column is labelled 'Assign To'
kind regards
Sarah
Thank you for reaching out to us, treasurer112.
I'll be glad to help you with your banking concerns.
To change a category name.
Here's how:
You can also check on this article: Group your products and services into different categories for more information about Grouping your products and services into categories to keep things in order.
We're always here in the Community to help if you have other questions related to Banking in QuickBooks. Stay safe!
Thanks for taking the time to reply, however I am not selling products & services, in the banking screen I recognise money into my bank account straight into the GL account. Is there a way I can display only the account name in the "Assign To" column, and not have the parent accounts displayed as well?
thanks
Sarah
Hi Sarah,
Thanks for clearing that up for me.
When you are categorising transactions in the bank feed to a sub-account there is no way to only show the sub-account unfortunately.
The way QuickBooks works, is if you select a sub-account, it will display the parent account first and then the sub-account beside it in the Category section.
For example: ( Parent_Acc : Sub_Acc )
There is no way to adjust this at this present time.
I hope this helps.
Kristian.
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