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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Bank Account name change
Finance | Project Operations, Human Resources, ...
Suggested Answer

Bank Account name change

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Posted on by Liz Stuart 5

How do I change a Bank Account name? 

Is this possible? Or do I need to set up a new Bank Account?

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  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,703 Most Valuable Professional on at

    Hi,

    You can change the bank account name after you edit the form.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    If it's just a name change, you can edit the name by putting the form in Edit mode, as Billur stated.  If you need to change the bank account (ID), go Bank account-->Options-->Record info-->Rename.  This will change the Bank account ID on all transaction history as well.

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