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Old 01-29-2009, 11:01 PM
OldArchitect OldArchitect is offline
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Edit Banking Information

Hello all, new to board, have looked for this question, didn't find so here goes. Is it possible to edit information about a bank? Would like to change XYZ Bank El Paso to ZYZ Bank Checking. Thanks for the help, if all else fails I could remove the software and reinstall.
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Old 01-30-2009, 04:14 AM
RobJoy RobJoy is offline
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It may not be as simple as just changing the name . . . life isn't.

If you have changed banks, it would be better (clearer for your accountant etc.) to create a new (second) bank account called ZYZ Bank Checking. You'll probably have an initial transaction to transfer the balance from the old account to the new one - a transfer or a check, then you just use the new one for your usual transactions. You can set this to be the default bank account under Edit - Preferences - Banking.

If the bank has changed its name, and you just want to reflect that, then you can simply edit the account details - but if you use online download of transactions you'd better check that this isn't going to damage the link between your online bank system and the QB account.
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