Asked by: Yonai Rohlfer
business and finance startups

How do I change accounts in QuickBooks online?

Last Updated: 23rd April, 2020

Edit an account:
  1. Select Accounting from the left menu.
  2. Locate the account you'd like to edit.
  3. Select the drop down arrow next to Account history or Run report (depending on the account).
  4. Select Edit.
  5. Make all desired changes and click Save and Close.

Click to see full answer.

Thereof, how do I change accounts in QuickBooks?

Edit an account

  1. Go to Lists at the top menu, then select Chart of Accounts.
  2. Right-click the account that you want to edit.
  3. Select Edit Account, then make the necessary changes.
  4. Select Save & Close.

Also Know, how do I make an account active in QuickBooks online? Here's how an account can be reactivated with just a few clicks in QuickBooks Online:

  1. Click Accounting on the left navigation menu and choose Chart of Accounts.
  2. Select the small Gear icon above the Action column and choose Include inactive.
  3. Click Make active next to the inactive account.

Likewise, how do I rename an account in QuickBooks online?

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.

How do I delete everything in QuickBooks and start over?

  1. Go to the Gear icon and choose Account and Settings.
  2. Select Billing & Subscription.
  3. In the QuickBooks section, click Cancel or Cancel Trial.
  4. Follow steps on the screen to cancel your subscription.

Related Question Answers

Yenisey Rickert


What are the account types in QuickBooks?

There are two main account types in QuickBooks: Balance Sheet accounts and Income and expense accounts.

Balance Sheet accounts
  • Assets, like bank accounts and equipment.
  • Liabilities, like credit cards and bank loans.
  • Equity, like retained earnings and opening balances.

Eleuterio Rossas


What is chart of accounts in QuickBooks?

Chart of Accounts is the complete list of all the company's accounts and balances. In QuickBooks, it represents and organizes the company's assets, liabilities, income, and expense. Select Chart of Accounts from any of the following QuickBooks menu: Company, Lists, or Accountant (if you're using an Accountant version).

Jianlin Helmsen


Can you change the name of an account type in QuickBooks?

You can modify the Account Type with the following steps: Select Accounting on the left navigation menu and Chart of Accounts. Click the triangle in the Action column next to the account that you'd like to change and choose Edit. Select the Account Type and Detail Type that you'd like.

Roselin Villahermosa


What is a GL account in QuickBooks?

A General Ledger report in QuickBooks Online shows a list of transactions from all accounts for a specific date range. Examples of these accounts include the asset accounts such as Cash, Accounts Receivable, Equity and Undeposited Funds.

Nicuta Mislata


What account type is cash in QuickBooks?

Account Type Account Name
Bank Cash on hand
Bank Checking
Bank Money Market
Bank Rents Held in Trust

Madge Nan


Can you change the name of your bank account?

To change your name on your accounts, bank cards and statements, you'll need to visit a branch. If you only want to change the name of an account, for example to tell the difference between a 'bills account' and a 'number two account', you can change it here.

Luciene Achaga


Can I change the company name in QuickBooks?

On the menu bar, go to "Company" and then go to my company, once there you can edit to correct spelling by using the icon marked like a pencil (in the upper right corner next to legal name) and you can make your corrections.

Nedyalko Cerdera


How do I change the company name in QuickBooks?

Rename your QuickBooks Desktop company file
  1. Back up your QuickBooks company file.
  2. In QuickBooks, check the location of the company file. While on the Home page, press F2 or Ctrl+1 to open the Product Information window.
  3. Go to the location specified.
  4. Right-click the file and select Rename.
  5. Change the file name and press Enter.
  6. Select Yes to confirm the action.

Shaoying Theissen


How do I change the name of a list in QuickBooks?

  1. In Quickbooks Desktop click the Lists dropdown.
  2. Select Other Names.
  3. Double-click the desired Contact.
  4. In the Edit Name window, click Change Type.
  5. Select Customer.
  6. Click OK.

Cristie Domarask


How do I rename a user in mint?

To rename an account, please follow the steps below:
  1. Click on the Settings tab.
  2. Click on the account that you would like to rename.
  3. Under the name section, enter the name you would like to use for the account.
  4. Click Save.

Nemecia Schmedt


How do I change expense categories in QuickBooks online?

Re: Can we customize the expense categories as well as create hierarchy categories?
  1. Click the Gear icon.
  2. Choose Chart of Accounts.
  3. Locate the account to change.
  4. From the Action column drop-down menu, select Edit.
  5. Update the information.

Iustina Collignon


What is an inactive account in QuickBooks?

Learn how to hide accounts you no longer need in QuickBooks Online. Keep your chart of accounts organized. If you have income or expense accounts you no longer use, you can make them inactive. This hides the accounts from the Chart of Accounts tab and other places where you can choose accounts.

Koen Heindrichs


What is an inactive element in QuickBooks?

If you have found errors in your item list, a safe method for avoiding future mistakes by using the incorrect items is to make them inactive. An inactive item still displays in reports, but is not included in any drop-down lists on sales or purchase transactions.

Nazarena Teng


How do I activate an inactive account?

Reactivating your accounts is very simple. You can simply make a deposit or withdrawal transaction to reactivate your inactive bank account. To reactivate your dormant account, submit a written request for reactivation at your home branch. Remember that your bank cannot charge you for reactivating the account.

Siham Cerra


How do I reactivate a deleted QuickBooks online account?

Recovering a deleted Account
  1. Click the 'cog' icon in the top right of the screen and click on 'Chart of Accounts'
  2. Click the 'Include Inactive' checkbox.
  3. The deleted account will now show in the list with (deleted) on the end of the name.
  4. Uncheck the 'Inactive' checkbox and then click 'Save'

Deiene Furmans


How do I see inactive accounts in QuickBooks online?

To check the accounts you made inactive in the Chart of Accounts tab: Select Settings ⚙ above the Action column, then select Include inactive.

Halimatou Kirchpfening


How do I delete an account in QuickBooks online?

To delete an account, here's what you'll need to do:
  1. Click on the gear icon at the top.
  2. Under Your Company section, select Chart of Accounts (COA).
  3. Look for the account that you want to delete.
  4. In the Action column, choose the drop-down then click Delete.
  5. Click Yes when asked if you want to delete.

Natalia Anuprienko


How do I find deleted customers in QuickBooks online?

Select Sales or Invoicing from the left menu. Select Customers at the top. At the top of the customer list click the small gear and select Include Inactive. Click the customer you wish to restore; inactive customer will be noted as (deleted).

Caterine Mogilnichenko


How do I activate an inactive item in QuickBooks?

Hi lyyn. craig, Here's how to make an inactive account act
  1. On the left panel, click Transactions and select Chart of Accounts.
  2. Above the Action column, click the Settings option (small gear icon).
  3. Put a check mark in the Include inactive box.
  4. Look for the inactive account, and click Make active.