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Level 1

Change name of account. Currently Quickbooks calls the account "money Market." I want to call this account "12 Month CD 0166." How do i do this?

 
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Best answer 02-26-2019

Accepted Solutions
QuickBooks Team

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

Welcome, @jmacclarence and thank you for coming to the QuickBooks Community for assistance. I have some insight on changing an account's name to pass along.

 

Here are the steps to change an account name:

  1. In the left navigation bar, click Transactions.
  2. Select Chart of Accounts.
  3. Look for your account, then click the small drop-down arrow beside View Register or Run Report.
  4. Choose Edit.
  5. Update the name of the account.
  6. Click Save and Close.

For more information on modifying accounts, click here.

 

Please remember, I'm always here for any other questions or concerns.

View solution in original post

8 Comments
QuickBooks Team

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

Welcome, @jmacclarence and thank you for coming to the QuickBooks Community for assistance. I have some insight on changing an account's name to pass along.

 

Here are the steps to change an account name:

  1. In the left navigation bar, click Transactions.
  2. Select Chart of Accounts.
  3. Look for your account, then click the small drop-down arrow beside View Register or Run Report.
  4. Choose Edit.
  5. Update the name of the account.
  6. Click Save and Close.

For more information on modifying accounts, click here.

 

Please remember, I'm always here for any other questions or concerns.

View solution in original post

Level 1

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call this account "12 Month CD 0166." How do i do this?

This is a Bank Account I want to change the name of.

QuickBooks Team

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

Hi @jmacclarence.

 

Thank you for getting back to me. 

 

The steps I provided above should work to update the name that's showing for the bank account "Money Market". 

 

If these steps are not allowing you to update this, please let me know. I'll be keeping an eye out for your response.

Level 2

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

'Transactions' is not on the left side.  I have 'Accounting' where I can see my chart of accounts.  I've clicked on that, but edit isn't listed anywhere.

Highlighted
Moderator

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

Hi there, @agutierrez.

 

You're on the right path in changing the account's name. Let me walk you through how you can change it in your Chart of Accounts in QuickBooks Online.

 

Here's how:

  1. Select Accounting on the left navigation panel and choose Chart of Accounts.
  2. Click the drop-down in the ACTION column for the account and choose Edit.
  3. Enter the desired information in the Name field.
  4. Hit Save and Close.

Also, you can refer to the following articles for additional insight and screenshots about editing accounts, as well managing your Chart of Accounts: 

Should you need further assistance, please let me know. I'll be happy to help you out.

Level 2

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

Thank you!  That worked.

Level 1

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

Will account name change impact the previous transactions?

Moderator

Re: Change name of account. Currently Quickbooks calls the account "money Market." I want to call...

Hello, Miakhail.

Thanks for lopping in. Let me share a few insights regarding changing the account name in QuickBooks Online.

 

To answer your question, yes, changing the account name in QuickBooks Online will affect the previous transactions that are associated with the account. This is a retroactive change.

 

You may find the following articles helpful:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

If you require more information regarding changing the account name, please let me know. Have a nice day.

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