Hi solyperfect,

I'm here to share some information on editing imported transactions and their template.

QuickBooks is only dependent on the information on what you've imported or your bank provided. To modify the NAME field, you'll have to click the small drop-down arrow beside the name (Received From column) and select the correct one. Then, click Save & Close.

If it's not saving with the updated details, I'd recommend reaching out to our Phone Support team. An agent can take a look at your account and verify this issue further.

You can reach out to them through the Help menu.

I've also added this reference to ensure QuickBooks always matches your bank records: Reconcile transactions.

I'm just around whenever you have concerns with the reconciliation process.