Changing the name of a bank account

The name of the bank on the bank account entry can be edited after being added. If you have multiple bank accounts in use on the account, it may be easier to manage the bank accounts by using nicknames. For security on the account, only an authorized User on that bank account may make a change to the bank name.

  1. Click the gear icon
  2. Under Your Company, click Bank Accounts
  3. Click the bank account number
  4. Click the edit icon
  5. For Bank Name, enter a name for the bank account (a nickname or other clear identifier)
  6. Click Save