cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Richard Blackie
Level 1

How do I edit the names of bank accounts so as to differentiate between them?

 
1 REPLY 1
JoelES
QuickBooks Team

How do I edit the names of bank accounts so as to differentiate between them?

There are several ways to edit your bank account names in QuickBooks Self-Employed (QBSE), Richard.

 

Ensure to sign in via a web browser, not the app.

 

Here are the steps to edit your bank account names:

 

  1. Go to the Gear icon in the top right corner. 
  2. Select Manage accounts
  3. Choose the bank account you wish to edit.
  4. Click on the pencil icon to make your changes. 

 

Another option is to go directly to your Transactions tab to edit the name of your bank. 

 

Here's how: 

 

  1. Go to the transactions tab in the left part of the page.
  2. Click on the dropdown menu next to Add Transaction in the upper-right corner.
  3. Select Manage accounts
  4. Select the account you want to edit. 
  5. Click on the pencil icon to modify the name. 

 

This updates the account name in (QBSE), making it easier to differentiate.

 

Don't hesitate to contact us if you need more help with QuickBooks.

Need to get in touch?

Contact us