QB Self Employed - edit connected bank account names to differentiate transactions.

Let's figure out why there's no pencil icon when editing your bank and fix it to keep you going with your task, thehandcraftedparty.

When editing a bank account in QuickBooks Self-Employed, you'll want to make sure that you've logged into your account using a web browser to view the pencil account beside the bank's name. 

Also, the outdated stored cache can affect the performance of the program. I recommend accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue. Incognito mode helps us verify the issue since this doesn't save any files. 

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

If the submitted form shows, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.

Additionally, I'll be sharing these resources that will guide you in creating bank rules and categorising transactions in QBSE:

• Categorise transactions in QuickBooks Self-Employed
• Create bank rules to categorise banking transactions in QuickBooks Self-Employed

Feel free to post a reply if you have other questions when editing bank account names or any QuickBooks-related concerns. I'll be around. Take care.

I'll try, thank you.