QB Self Employed - edit connected bank account names to differentiate transactions.

Hello and welcome to the Community, Ian_C

To change the bank account names in QuickBooks Self-Employed, sign in via a web browser (not the app) and navigate to the Gear icon> Manage accounts > See pencil icon next to the bank account to edit. 

I would also like to do this but I do not have a pencil icon on that screen? Can you help?

Let's figure out why there's no pencil icon when editing your bank and fix it to keep you going with your task, thehandcraftedparty.

When editing a bank account in QuickBooks Self-Employed, you'll want to make sure that you've logged into your account using a web browser to view the pencil account beside the bank's name. 

Also, the outdated stored cache can affect the performance of the program. I recommend accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. Incognito mode helps us verify the issue since this doesn't save any files. 

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

If the submitted form shows, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.

Additionally, I'll be sharing these resources that will guide you in creating bank rules and categorising transactions in QBSE:

• Categorise transactions in QuickBooks Self-Employed
• Create bank rules to categorise banking transactions in QuickBooks Self-Employed

Feel free to post a reply if you have other questions when editing bank account names or any QuickBooks-related concerns. I'll be around. Take care.

Thanks for your reply - I have tried all of that and nothing is working. I can't see the pencil icon in order to change the names of the bank accounts. 

Thanks for getting back to the thread and informing us of the steps you've performed to resolve the issue. I commend you for that.

Since the issue persists, it's best to connect with our QuickBooks Self-Employed Support Team to help you check the root cause of the problem. Our team has access to additional tools that can be used to pull up your account information and perform a screen share to confirm and rectify any problems.

To speak with one of our experts from QuickBooks Self-Employed. Please follow the steps below to contact support:

1. Sign in to QuickBooks Self-Employed.
2. Go to Help.
3. Select Contact Us.
4. Enter your concern, then select Let's Talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

You can refer to this article for more information: Contact QuickBooks Self-Employed Support.

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead!

Yes, this is my biggest bug-bear with this software - it may be that this is only an issue where you have 2 accounts with the same Bank, as is the case here.

The pencil "edit" option does not exist.

Good morning, @pst4nley. 

Welcome back to the Community and thanks for chiming in on this thread. 

If you're not able to see the pencil icon option with the steps my colleague gave, I recommend contacting our Customer Support Team for further assistance. 

Contact Us 

Feel free to let us know how the call goes. We want to ensure that you get this taken care of as soon as possible. Take care!

I'll try, thank you.