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ttom2
Level 1

How do you modify a category description? thank you.

 
1 Comment 1
ErwinQ
QuickBooks Team

How do you modify a category description? thank you.

You can go to your Chart of Accounts and edit the name of the description category, @ttom2.

 

Let me give you the steps on how to do it. Here's how:

 

  1. Open your Chart of Accounts. 
  2. Look for the transaction you want to modify
  3. Click the drop-down list beside View register, then select Edit.
  4. Change the category description.
  5. Click Save and close

 

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Moreover, check out this article for future reference reconciling your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

I'm just here in the community to provide further assistance if you have follow up questions about editing description category in QBO. Have a great day.

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