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accountingassoci
Level 1

How to change the accounts names in budgeting ?

 
2 Comments 2
Angelyn_T
QuickBooks Team

How to change the accounts names in budgeting ?

It's nice to have you here on the Community page, @accountingassoci.

 

The accounts that show up on your budget are the accounts created under your Chart of Accounts. To rename the accounts, you must modify it from there.

 

  1. Select Chart of Accounts from the Gear icon.
  2. Look for the account you want to rename.
  3. Click on the drop-down arrow under Action.
  4. Tap Edit.
  5. Change the account's name under the Account page, hit Save and close to save the changes.

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Please know that there are some default or special accounts that can't be edited. When you create a company, QuickBooks generates specific accounts by default. Some accounts are created when certain features are turned on in the settings. For more information about these accounts, you can read this article: Manage default and special accounts in your chart of accounts.

 

Keep me posted if you have any other questions. I'm more than happy to help. Have a good one!

vpcontroller
Level 11

How to change the accounts names in budgeting ?

@accountingassoci 

 

The "Accounts" name that you see on the Budgeting screen comes directly from the Name that you set up in the Chart of Accounts. If you need to change it, you will edit your Chart of Accounts. 

Here is how to edit your Chart of Accounts in QuickBooks Online (QBO):

1) From the Left Dashboard, select Accounting and then the Chart of Accounts

2) Once you are on the Chart of Accounts page, locate the Account Name in question

3) Under "Action" column, select drop-arrow and select "Edit"

4) Edit Name and choose Save/Close

That should do it.

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