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HealthyBite
Level 1

How to change account names to disintinguish between subaccounts when transferring in QuickBooks.

Is there a way to change the account names of subaccounts at a specific bank so that you can distinguish them when transferring money to and from QuickBooks checking?

 

I have multiple subaccounts at a credit union and cannot tell them apart because of the long bank name in the software, either in QuickBooks online OR the app.

5 Comments 5
BigRedConsulting
Community Champion

How to change account names to disintinguish between subaccounts when transferring in QuickBooks.

Edit the accounts from your chart of account / account list (dumb QB Online name) and change the accounts' names to be shorter so you can tell them apart.

HealthyBite
Level 1

How to change account names to disintinguish between subaccounts when transferring in QuickBooks.

I have already shortened the names in the Chart of Accounts but the changes don't show up in the list of accounts when transferring in and out of QuickBooks checking. See the attached picture showing the two locations and non-matching names.

BigRedConsulting
Community Champion

How to change account names to disintinguish between subaccounts when transferring in QuickBooks.

Sorry, I don't know what that's a picture of / don't understand the issue.

HealthyBite
Level 1

How to change account names to disintinguish between subaccounts when transferring in QuickBooks.

Sorry, I'll clarify. The left side is what I see when I view my list of accounts in Chart of Accounts. The names are the shortened ones I gave them. The right side is what I see when attempting to transfer funds to or from Quickbooks Checking. The names of the accounts do not reflect the shortened names I gave them. 

BigRedConsulting
Community Champion

How to change account names to disintinguish between subaccounts when transferring in QuickBooks.

That's terrible.

 

It seems QuickBooks isn't displaying the account names on the transaction form, but instead some long version of the accounts that includes the bank's name.  The terrible choices QB Online designers make never cease to amaze me. It is clear no one at Intuit actually tries to use QB Online. Or that they just don't care how much is sucks.

 

When you edit the account do you see that bank information anywhere? Can it be edited?

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