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Old 01-30-2009, 12:01 AM
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, 05:14 AM
RobJoy RobJoy is offline
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Location: UK
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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.
Joyce Beck
Accounting and bookkeeping support, QuickBooks Pro Advisor
Home and small business computer services in Northampton, UK
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