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iansammcluckie
Level 1

Hi I incorrectly named accounts when I imported data from my bank accounts / market link. How do I rename an account or alternatively delete an account & re-add it, pls?

 
1 Comment 1
Rose-A
Moderator

Hi I incorrectly named accounts when I imported data from my bank accounts / market link. How do I rename an account or alternatively delete an account & re-add it, pls?

Hey there, iansammcluckie.

 

Renaming the account used for online banking is quick and easy. There are two ways to change this. First is by going to your Chart of Accounts and modifying the account from there.

 

Here's how:

 

  1. Go to the Chart of Accounts and search the account you want to rename.
  2. Click the drop-down arrow beside Account History and hit Edit.
  3. Change the Account Name from there and hit Save and Close.

The second option is through the Banking page. See the steps below:

 

  1. Go to the Banking page.
  2. Search for the incorrect account name and click the pencil icon to edit.
  3. Hit Edit account info.
  4. From there, you can correct the Account Name.
  5. Hit Save and Close.

You can learn more about editing your chart of accounts what you can do after importing your transactions from the articles below:

 

 

In case you want to know some "How do I" steps in QuickBooks Online, you can always visit our Help Articles page for reference.

 

With these instructions, you can change the name and other details of any ledger account in your Online company. Please keep in touch with me here should you need any additional assistance, I want to make sure you're taken care of. Thanks for reaching out and have a terrific rest of your day.