Update account reconciliation task names when the account is renamed in QuickBooks
complete
A
Angela Koska
This is marked as complete, but it's not working for me. I have tested on several clients. Created a new close after the account was updated in QBO, and nothing changes. I've tried in multiple browsers and incognito window. What am I missing?
J
Jillian Plank
marked this post as
complete
Grace Lewis
Merged in a post:
Ability to Update Bank Account Names in Account Reconciliation Section
E
Erin bad_data
I want to be able to refresh or edit the bank account names in the account reconciliation section; sometimes we re-name in Quickbooks for more clarity, or accounts get numbered, and Double does not allow the name updates to reflect in Double, which gets confusing.
Jodie Strong
Linking new feature request - https://doublehq.canny.io/feature-requests/p/ability-to-update-bank-account-names-in-account-reconciliation-section
Jodie Strong
The common best practice for getting an account in Double to reflect the name change in QBO is to remove & re-add the account, which does work. The issue with this solution is that you potentially lose any of the footnotes & comparison ability because that account's been removed & essentially 'restarts' when you re-add it.
I'd hate for a user to remove/re-add to reflect a name change and lose all that data in Double
Note: a similar feature request is here - https://doublehq.canny.io/feature-requests/p/update-account-reconciliation-task-names-when-the-account-is-renamed-in-quickboo
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Ammon Ziebarth
This would be a great update!
S
Soo Cho
Please~~~~~~
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Brad Lineweber
This would be great!
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Paul Stanfield
This would be very much appreciated.
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Elaine Sims
PLEASE, this is needed, either auto-update the names when the data is pulled/refreshed, or give us the ability to rename them!
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