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naisanza
Level 3

All of my bank connection custom names have defaulted back defaults. Why. This should have never happened.

 
3 Comments 3
jamespaul
Moderator

All of my bank connection custom names have defaulted back defaults. Why. This should have never happened.

Hello, naisanza.

 

This sounds like an unusual behavior, and I agree that the custom names should not go back to their defaults. I have a solution that we can do to help you get the custom names back. 

 

This is likely caused by a cache-related problem, which triggers this issue. We can rule this out by using an incognito or private window (it doesn't use the existing cache data). Here are the shortcut keys: 

 

  • Mozilla Firefox: press Ctrl Shift P.
  • Edge or Google Chrome: press Ctrl Shift N.
  • Safari: press Command Shift +N.

 

Log in to your Self-Employed account, then check your banks' custom names. When they still have their custom names, go back to the regular browser and clear the cache. This removes the webpage data that's causing the issue. After clearing, close out any browser processes to complete the step. 

 

You may continue working on your Self-Employed account as you normally would. 

 

Alternatively, we can also use another supported browser to fix the issue. 

 

Although, we can still edit the default names, then change them back to their custom names. Click the Gear icon, then select Manage accounts. Click the pencil icon beside the default name, then edit it. 

 

After fixing the issue, do you need help managing your estimated tax payments in the program? I'll add this article as a guide: Pay federal estimated quarterly taxes in QuickBooks Self-Employed

 

Let me know if you have questions about managing your bank records in Self-Employed. If you need help with something else like your reports or invoices, add the details below. I'm here to help. 

naisanza
Level 3

All of my bank connection custom names have defaulted back defaults. Why. This should have never happened.

Ran in incognito. All names have reset after reconnecting bank account. This is a bug. 

naisanza
Level 3

All of my bank connection custom names have defaulted back defaults. Why. This should have never happened.

Still happening. 

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