Our bank changed from Visa to Mastercard. I have the Visa card linked to Qbooks. How do I change the name of the account in Quickbooks?

Perfect!  So simple...thank you!

Hi @jeanette16.

I appreciate your prompt response in the Community forum. It's great to hear that my colleague was able to successfully assist you with updating your account name in QuickBooks Online.

Please don't hesitate to reach out again in the Community if you have any further questions or concerns. We're always here to help you out, @jeanette16. Have an excellent day!

I can rearrange the alphabetically using the icons, but that doesn't do what I need. I would like for my two most used accounts to remain at the top for my ease.  Is that possible?

Hi there, Jeanette. 

In QuickBooks Online, you can sort the QuickBooks balance by clicking on the arrow pointing upwards. This action will organize the accounts based on the number of transactions, ensuring that the accounts with the highest activity are displayed at the top. By utilizing this sorting feature, you can easily identify and access the accounts that experience the most frequent transactions. Here's how you can achieve this:

1. Go to Transactions, then select Chart of Accounts.
2. Navigate to the QuickBooks balance section where you wish to sort the accounts.
3. Look for the arrow icon pointing upwards next to the column header (such as "Account Name" or "Number of Transactions").
4. Click on the arrow pointing upwards to initiate the sorting process.
5. The accounts will be rearranged based on the number of transactions, with those having the highest activity appearing at the top of the list.

You can use the following articles to help you organize your Chart of Accounts:

• Organize your accounts into parent accounts and subaccounts
• Use account numbers in your chart of accounts
• How To View Or Change Account Detail Types

Always feel free to leave a post here if you have other questions about managing your chart of accounts. The Community is always here to help.