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jmattrick-gmail-
Level 1

Can I change the name of an account?

The name of the credit card has changed,  how do I change the name of the account. It is the same account, only the name has changed.   
6 Comments 6
ZackE
Moderator

Can I change the name of an account?

Thanks for becoming part of the Community, jmattrick-gmail-.

 

You can change an account's name while editing it in your Chart of accounts.

 

Here's how:
 

  1. In the left navigation bar, go to Transactions, then Chart of accounts.
  2. Find your account and click its Drop-Down Arrow (▼) icon.
  3. Choose Edit.
  4. Make any necessary changes to the Account name field.
  5. Select Save.

 

If you ever need a second set of eyes for your books, our team at QuickBooks Live Expert Assisted is always available to help with best practices and guidance on getting the most out of QuickBooks.  

 

I've also included a detailed resource about working with accounts which may come in handy moving forward: Learn about the chart of accounts

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Tuesday!

RanchCPA
Level 1

Can I change the name of an account?

I changed the account name, but only the balance came over. I can no longer see the transaction details for the entire history of the account. If I change the Profit and Loss to "Classic View" I can drill down on the account and see the details, but this is the only way. Is this error being addressed?

 

Has anyone else had this problem?

RanchCPA
Level 1

Can I change the name of an account?

I changed the account name, but only the balance came over. I can no longer see the transaction details for the entire history of the account. If I change the Profit and Loss to "Classic View" I can drill down on the account and see the details, but this is the only way. Is this error being addressed?

 

Has anyone else had this problem

FateCandylaneT
QuickBooks Team

Can I change the name of an account?

Let's perform some troubleshooting steps to ensure the account name change in your Chart of Accounts accurately reflects its complete transaction history, RanchCPA.
 
I recommend clearing your browser’s cache to remove any stored data that may be causing issues with QuickBooks Online QBO.

If the issue persists, you can utilize a different browser to check for compatibility and rule out browser-specific problems.
 
For any further concerns or queries, I’ll always be available on this thread to help.
RanchCPA
Level 1

Can I change the name of an account?

I have tried clearing my browser's cache and even tried Microsoft Edge. Same thing - I can only view the history through the P&L Classic Report. I called Quickbooks Online Help, and they actually told me I should not change the name of any accounts as it is not recommended. If that's the case and it causes these problems, it should not be an option to change the name. 

RanchCPA
Level 1

Can I change the name of an account?

I have tried clearing my browser's cache and even tried Microsoft Edge and Chrome. Same thing - I can only view the history through the P&L Classic Report (not the modern). I called Quickbooks Online Help, and they actually told me I should not change the name of any accounts as it is not recommended. If that's the case and it causes problems such as this, it should not be an option to change the name. 

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