Changing a bank account name without changing the bank feeds information which is not necessary

This isn't the kind of issue we'd like you to experience when editing your account, Jandy. I'm here to assist you in resolving this error.

I've replicated your goal and was able to modify the bank's name in the Chart of Accounts window. Since you encountered an error, I'd recommend running the Verify and Rebuild Data utility. The tool scans data issues within the company file and self-resolves them.

Here's how to verify data:

1. Open the company file.
2. Click the File menu.
3. Select Utilities.
4. Choose Verify Data.

Here's how to rebuild the data:

1. Open the company file.
2. Click the File menu.
3. Select Utilities.
4. Choose Rebuild Data.

For more details, please see this article: Verify and Rebuild Data in QuickBooks Desktop.

Additionally, I've included an article that'll help categorize and manage your accounts in QuickBooks Desktop. This ensures you're able to break down how much money you have (or owe): Learn About the Chart of Accounts.

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, Jandy. It's always my pleasure to help you out again.

I have the same problem. The odd thing is that since Quickbooks quit supporting desktop, all of my bank feeds are disabled. But I cannot change the name of a bank account. I've tried typing random numbers into each field, but it still gives me the same error message.

I understand how important smooth functionality is for your business operations, BethSage. 

The error message "You must enter a value for all of the fields on the Online Services Tab in QuickBooks Desktop" typically occurs when you try to save or update your online services settings in QuickBooks Desktop, but some required fields are left blank. To resolve this error, you need to make sure that you have entered values for all the mandatory fields on the Online Services Tab. 

Here are the steps to check and fill in the required fields: 

1. Open QuickBooks Desktop and go to the Edit menu.
2. Select Preferences from the drop-down menu.
3. In the Preferences window, click on Checking or Checking Accounts (depending on your version of QuickBooks).
4. Go to the Company Preferences tab.
5. Click on the Online Services tab.
6. Check each field on the Online Services Tab and ensure all required information is entered. Commonly required fields include the bank name, account number, and login credentials.
7. Fill in any missing information or update any incorrect details.
8. Once you have entered all the required information, click OK to save the changes.

By ensuring that all the mandatory fields on the Online Services Tab are filled in correctly, you should be able to save or update your online services settings without encountering the error message.

Also, let's make sure to update your QuickBooks to have the latest features and needed patches. If the same thing happens, you can open a different or a sample company file to test if you'll get similar results. 

However, I suggest contacting our phone support team since the unexpected behavior persists. To reach them: 

1. Go to the Help menu.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter a brief description that you got both errors when trying to get the recently available bank transactions.
5. Click Continue.
6. Choose to either Message an agent or Talk to a specialist.

You can also check this article to help you set up and categorize your bank feed transactions. 

I'm only a reply away if you have any additional questions or concerns. Have a good one! 

But I have deactivated online services. Why does it still need that information? That's just silly (and a waste of my time)

I just sent a photo. There is no "Online Services" in the Checking setting.

I appreciate your efforts in resolving your banking concern in QuickBooks Desktop, Beth. I want to provide clarification on this.

Based on the screenshot you shared, it seems that the QuickBooks version (2020) you're currently using is discontinued and no longer supported. Consequently, all the online services within the Bank Feed section have been deactivated automatically. This is the reason why you're getting the error when changing the bank account. I suggest going to your Bank Feed Settings and manually disabling online services. I'll show you how:

1. Open the Lists menu.
2. Go to the Chart of Accounts.                                                                                                                                                                                        
3. Locate and select the bank account you want to modify.
4. Right-click and choose Edit account.                                                                                                  
5. Navigate to the Bank Feed Settings field.
6. Tick the radio button that says Deactivate All Online Services.
7. Once done, click on Save & Close.

Once you've completed that step, you can then proceed to modify the name on your bank account, and you'll be all set.

See this extra guide on how to manage your Bank Feeds in QuickBooks Desktop.

You can also browse the QBDT Help page for more tips and video tutorials about managing your account.

Fill me in if you have other banking concerns. I'll be around to assist. Take the best care always!

Yes, I know you no longer support desktop. I said that in my original post.

I also said that my bank feeds are deactivated. I'm sending another screen shot to prove it.

So that has no effect at all on this problem.

I can only add one attachment, so I'm sending a second message in a minute.

Here's the screen shot to show that I still get that message.

So I will start all over again. Please read all of this:

1. QuickBooks decided to stop supporting Desktop 2020.

2. Since then ALL of my bank and credit card accounts have been Deactivated for bank feeds. There are no accounts on my Bank Feeds page, in fact, it won't even let me open it.

3. I just want to change the name of a bank account.

4. When I edit the account and click on save, I get a message that says I must "enter a value for all of the fields on the Online Services tab."

5. I don't have an "Online Services" tab.

6. I went into the Bank Feeds tab and typed in numbers hoping that would make it happy. It did not.

Result: There is no way to change the name of the bank account.

I'm sure you mean well, but is there someone else who can look at this?

I appreciate you getting back with additional information, BethSage. It's my top priority to assist you in modifying your bank's name in QuickBooks Desktop (QBDT).

I want you to know that I value all the time and effort you've spent trying to modify the name of your bank account. Since the pop-up message to enter a value for all of the fields on the Online Services tab still appears after performing the solutions provided, I recommend contacting support for further assistance. From there, a live representative can look into your account securely and help you change the name of your account successfully.

To contact support:

1. Open your QBDT file.
2. Tap on QuickBooks Desktop Help/Contact Us from the Help menu.
3. Click on Contact Us.
4. Enter a brief description of your issue, then select Continue.
5. Choose a way to connect with support.

For your convenience, you can review the support's business hours from this link: Contact QuickBooks Desktop support. 

With this, you may consider upgrading your subscription to a newer version since unsupported products won't have access to live technical support.

On the other hand, I'm adding this article for more tips while editing your accounts in our system: Add, edit, or delete accounts in QuickBooks Desktop. The same material will demonstrate how to add and delete existing accounts from your record.

If you have follow-up questions while working with your accounts, reach out again by leaving a comment below. I'm just a few clicks away to help. Have a good one!

I am having the same issue. Our bank updated its platform and the transactions all downloaded under a new account. I need to move them to the correct account - not the auto generated one they are at now. I was thinking I could just make the new account a sub account of the original. But I am coming up with the same error message. "You must enter a value for all of the fields on the Online Services Tab"

I do not have a Online Services tab nor the bank feeds tab as shown on your screen shots above. I am running QB desktop Enterprise 22.0

Thank you!

It's great to see you chiming in on this thread, KateShanley. I know how essential it is to download your bank transactions to the correct account in QuickBooks Desktop (QBDT). Let me share an alternative way to handle your transactions seamlessly.

You'll want to merge these accounts instead to move the downloaded transactions to the correct account. However, you'll have to temporarily disable the online services before you can combine them. Before that, ensure you categorize your downloaded transactions for the account and secure a backup copy of your company file before starting the process. If changes occur, having a backup copy allows you to restore it to undo the changes.

Then, here's how you can turn Bank Feeds off:

1. Go to Lists and then tap Chart of Accounts.
2. Right-click the account you want to turn off. Then hit Edit Account.
3. Go to Bank Settings.
4. Tap Deactivate all online services, then select OK.
5. Pick Save & Close.

Once done, follow these steps to combine your bank accounts:

1. Go to Lists and then tap Chart of Accounts.
2. Take note of the name of the correct account that you'd like to keep.
3. Right-click the name of the account that the downloaded transactions are in, then hit Edit Account.
4. Replace the account name with the correct account you want to keep and tap Save & Close.
5. Select Yes from the prompt to confirm the action.

Once done with the merging process, you can reconnect the bank account to online banking to download the latest transactions. Check out this article for further guidance: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

However, if the issue persists after performing the steps above, I recommend reaching out to our Technical Support Team. One of our experts has the necessary tools to check your account securely and perform a screen-sharing session to assist you further.

Please know I'm always here to lend a hand if you have any questions or concerns about managing your bank accounts in QBDT. See you again, and have a good day!

I am having the same issue with 2020, but have bank feeds connected. However, when I try and update the name of the account it says "You must enter a value for all of the fields on the Online Services tab".

Let's perform troubleshooting steps to help fix the issue, taradenzin.

We can use the Verify and Rebuild Data tool to scan your files for any errors and fix common issues. To do so, follow the steps highlighted below:

1. Go to the Window menu in your QuickBooks Desktop (QBDT), and select Close All.
2. Go to the File menu.
3. Select Utilities.
4. Click Verify Data.
5. Go back to the File menu.
6. Select Utilities.
7. Click Rebuild Data.

If the issue persists, I suggest downloading the QuickBooks Tool Hub and running the Quick Fix my Program to fix this. You can refer to this link for the complete process.

 Furthermore, learn how each transaction history breaks down and how much money you have or owe. I've added this article for further details: Learn About Chart Of Accounts In QuickBooks Online.

I'm only a few clicks away if you need assistance with your other QuickBooks tasks. It's always my pleasure to help you out again. Have a nice day to you!