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Good day:
Does QB require the middle dot in credit card names / GL accounts? For example, one of our credit card's name begins with 22300 · Bank of..... Is that middle dot assigned and required by QuickBooks or could it be replaced with a hyphen? I understand that it is used as a separator but does it have to be that middle dot specifically?
Solved! Go to Solution.
Thanks for getting back with the Community, GalinMcMahon.
You're correct, once your Use account numbers option is enabled, QuickBooks will use the middle dot you're referring to to separate your account numbers and account names.
If you'd like to submit feedback about this, you can use the steps in Rasa-LilaM's post to do so. Your feedback's important to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
You also have the option of using the workaround mentioned in Angelyn_T's post to turn off your Use account numbers setting. Doing so will remove the middle dot you're referring to.
Please feel welcome to send a reply if there's any additional questions. Have a great Friday!
Thank you for your inquiry, Galin. Let me share some insights about the accounts in QuickBooks Desktop (QBDT).
Once the option to Use account numbers is enabled, the system utilizes the middle dot to separate your account number and name. If you don't want to see the dot symbol for your accounts, you can follow these steps as a workaround.
Once done, revisit your Chart of Accounts to see the result.
On the other hand, I'm adding this material for more tips while working with your chart of accounts: Add, edit, or delete accounts in QuickBooks Desktop.
If you have follow-up questions regarding your accounts, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!
Thank you kindly for the reply, Angelyn.
Looking into the Account Listings and the Account Edit, we don't actually use that middle dot. QuickBooks adds it automatically. There doesn't seem to be a way to change what it is adding, i.e. defaulting to a dash rather than the dot. Is there a company-wide setting that needs to be changed? Or is there perhaps a hidden corner within QuickBooks that will allow us to change this separator?
To recreate:
Chart of Accounts
Right click an account that has the dot
Choose Edit Account
The Edit Account window has the account name and then, under it, "Subaccount of." Regardless of whether or not it's a subaccount, QB names the line 'Account #' [dot] 'Account Name' if there is no subaccount or 'Account #' [dot] 'Account Name' [dot] 'Subaccount' if there is a subaccount.
Hello there, Galin.
My colleague already updated her answer. You may want to follow the alternate solution on how to remove the dot symbol from your account numbers.
Our goal is to consistently deliver a product that our clients can rely on for their business. Incorporating a function that allows users to add accounts without the dot separator is beneficial to your business and improves your working experience.
You can send feedback about adding this feature to the program. The ideas on this page are frequently reviewed by our developers to see what functions our customers would want to see included in upcoming enhancements.
Here's how to send your product suggestions:
To keep you in the loop on the latest innovations and product improvements, you can visit the QuickBooks Blog. From there, head to the What's New section to view the new releases.
Feel free to browse our online resources if you need assistance in navigating QuickBooks. It covers topics about cash flow management, payroll, and taxes, as well as answers to questions about your accounting tasks.
Keep in touch if you have clarifications about managing categories and other account-related concerns. I’m always ready to help and make sure you’re taken care of. Have a good one.
Just to be clear: The only way to not include the middle dot after the account number....is to not use account numbers?
Also, what about the middle dot between the account NAME and the subaccount name?
I'm a little confused as to why QB would use a non-standard symbol in such an important field. I would think a hyphen would be much more universally-useable.
Thanks for getting back with the Community, GalinMcMahon.
You're correct, once your Use account numbers option is enabled, QuickBooks will use the middle dot you're referring to to separate your account numbers and account names.
If you'd like to submit feedback about this, you can use the steps in Rasa-LilaM's post to do so. Your feedback's important to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
You also have the option of using the workaround mentioned in Angelyn_T's post to turn off your Use account numbers setting. Doing so will remove the middle dot you're referring to.
Please feel welcome to send a reply if there's any additional questions. Have a great Friday!
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