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jmacclarence
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?

 
Solved
Best answer September 19, 2019

Best Answers
MaryGraceS
Moderator

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?

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.

View solution in original post

12 Comments 12
SterlingD
QuickBooks Team

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?

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.

jmacclarence
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?

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

SterlingD
QuickBooks Team

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?

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.

agutierrez
Level 2

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?

'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.

MaryGraceS
Moderator

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?

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.

View solution in original post

agutierrez
Level 2

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?

Thank you!  That worked.

Miakhail
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?

Will account name change impact the previous transactions?

Rose-A
Moderator

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?

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.

Bonedatty
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?

I'm trying to change the name of an account. But when I go to the edit field, there is no NAME field. Type of account is listed, and the name of the account is in that box, which is uneditable. Please help!

Candice C
QuickBooks Team

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?

Hey there, @Bonedatty

 

I've got you covered. I can provide you with some visuals that can help you navigate to where to can change the name of the account. 

       

       1. Go to the Accounting tab. 

       2. Select the Chart of Accounts section.  

 

accounting 1.0.png

 

       3. In the "Action" column, press View Register and then choose Edit on the account you'd like to make changes to. 

 

accounting 2.0.png

 

       4. You can edit the name of the account by typing in the highlighted area shown within the screenshot. 

 

accounting 3.0.png

 

       5. Once you're finished, click Save and Close

 

If you're still not able to change the name, I recommend clearing your browser's history. This will allow QuickBooks to load as a fresh new page to remove any errors or glitches that may occur within the product. 

 

Should you need further assistance, don't hesitate to contact me. Have a wonderful day!

dwpPam
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?

I decided to change the account name of Cash to Daily Sales and for whatever reason after doing that it created 4 transactions in undeposited funds which had already been deposited a couple of months ago.  So now Daily Sales shows a negative amount.  How do I correct that without undoing the previous deposits?

DebSheenD
QuickBooks Team

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?

Hello, dwpPam.

Let me share some insights about the transactions that you recently created.

The Undeposited Funds holds all the payments that you need to combine and deposit to the correct account.
With regards to your concern, let's ensure to check your transactions' set up if it's correct.. 

Here's  how:

  1. Go to the Accounting menu.
  2. Select Chart of accounts.
  3. Find the Undeposited Funds account on the list.
  4. Click Account history and choose the recent transactions created.
     

For future reference, read through this article to learn more about how to Record and make bank deposits in QuickBooks Online.

Let me know if you have additional concerns in managing your transactions. I'm always here to help.


 

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