Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks.Explore Intuit QuickBooks Workforce
shawn@magnaenter
Level 1

How can I change the title of the imported accounts from my bank?

 
2 Comments 2
Rose-A
Moderator

How can I change the title of the imported accounts from my bank?

A warm welcome to the Community, shawn@magnaenter.

 

QuickBooks Online is dependent on the data that the bank processor transmits. The system will post the transaction details the same way your financial institution created them.

 

To change the title, you can exclude and delete the incorrect ones, and manually download the statement with the correct title. Here's how to exclude them:

 

  1. In the left navigation tab, click on Transactions and choose Banking.
  2. In the For Review tab, select the incorrect transaction. 
  3. Hit on the Exclude button.
  4. Go to the Excluded tab, select the incorrect transactions again.
  5. Hit the Delete button.

 

Once deleted, let's upload the correct transaction. You can coordinate with your financial institution and ask for CSV file bank statements. See the steps below to complete the process.

 

  1. Click on Banking.
  2. Select the right bank.
  3. From the Update drop-down menu, select File upload.

 

For more details about this process, check out this article: Manually Upload Transactions into QuickBooks Online.

 

Additionally, you can visit the links below. This will provide you with more information on how to review multiple transactions in QuickBooks Online as well as handling banking rules:

 

Categorize and match online bank transactions in QuickBooks Online

How to set and use banking rules for downloaded transactions

 

I'm just around to help if you need further assistance. Take care always. Have a good one!

Rose-A
Moderator

How can I change the title of the imported accounts from my bank?

Hi, shawn@magnaenter.

 

Hope you're doing great. I wanted to see how everything is going about changing your transaction's title. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us