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jmckiii
Level 1

Correcting a misspelling in chart of accounts

How do I correct an account name in the chart of accounts without loosing all the history in the account?

 

Solved
Best answer August 02, 2020

Best Answers
Charies_M
Moderator

Correcting a misspelling in chart of accounts

It's my pleasure to help you today, jmckiii.

 

Editing an account name from your Chart of Accounts will not remove your account's history. Transactions under it will remain.

 

Below are the steps to guide you:

 

  1. From the Accounting menu, choose Chart of Accounts.
  2. Select the account you want to change the name.
  3. Click the Account history drop-down and choose Edit.
    2.PNG
  4. Enter the correct name and click Save and Close.
    1.PNG

All you need to know about Chart of Accounts can be found in this article. You can scroll down to the Common chart of accounts tasks section and click the Add or edit an account drop-down: Understand the chart of accounts in QuickBooks.

 

Feel free to drop me a reply below if you have other questions. Wishing you all the best!

View solution in original post

1 Comment
Charies_M
Moderator

Correcting a misspelling in chart of accounts

It's my pleasure to help you today, jmckiii.

 

Editing an account name from your Chart of Accounts will not remove your account's history. Transactions under it will remain.

 

Below are the steps to guide you:

 

  1. From the Accounting menu, choose Chart of Accounts.
  2. Select the account you want to change the name.
  3. Click the Account history drop-down and choose Edit.
    2.PNG
  4. Enter the correct name and click Save and Close.
    1.PNG

All you need to know about Chart of Accounts can be found in this article. You can scroll down to the Common chart of accounts tasks section and click the Add or edit an account drop-down: Understand the chart of accounts in QuickBooks.

 

Feel free to drop me a reply below if you have other questions. Wishing you all the best!

View solution in original post

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