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vivian-gibbons-n
Level 1

How do you change the merchant name on a transaction that was pulled incorrectly from the bank statement

 
1 Comment 1
Mich_S
QuickBooks Team

How do you change the merchant name on a transaction that was pulled incorrectly from the bank statement

It's nice to have you in the Community, @vivian-gibbons-n.

 

Thank you for posting. Let me give you ideas about changing your merchant's name on the transaction.

 

QuickBooks Self-employed is reliant on the information shared by their bank, such as merchant name. But if you can see an option to edit then you can change the merchant name. Here's how:

 

  1. From the left pane, go to the Transactions menu.
  2. Select the Reviewed tab.
  3. Locate the transaction to edit.
  4. Select Edit.
  5. Perform changes.
  6. Select Save.

Let us know if you have any additional concerns. Have a nice day!

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