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treegirl's avatar
treegirl
Experienced Cover User
2 years ago

Changed card number

I seem to have changed the name of a supplier of many years accidentally...how do I change it back? 

  • Hi treegirl 

     

    The name of a card can be updated in the AccountRight desktop application by:

    1. Navigating to Card File>>Cards Lists
    2. Select the desired card you wish to update
    3. Update the name (and other changes)
    4. Select Ok

    The above will update the name of the card. 

     

    Please note: Updating the card will update ALL references to that card including past transactions. For example, if you entered a transaction a week ago, updated the card name now, and then reviewed that transaction after the change it will have the new name on it. If you don't wish for this, creating a new card with the new name would be the recommended way to deal with that situation (and use this new card going forward).

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  • Hi treegirl 

     

    The name of a card can be updated in the AccountRight desktop application by:

    1. Navigating to Card File>>Cards Lists
    2. Select the desired card you wish to update
    3. Update the name (and other changes)
    4. Select Ok

    The above will update the name of the card. 

     

    Please note: Updating the card will update ALL references to that card including past transactions. For example, if you entered a transaction a week ago, updated the card name now, and then reviewed that transaction after the change it will have the new name on it. If you don't wish for this, creating a new card with the new name would be the recommended way to deal with that situation (and use this new card going forward).

    • treegirl's avatar
      treegirl
      Experienced Cover User

      Cheers, all done. many thanks :)