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Bank Account name change

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How do I change a Bank Account name? 

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

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,243 Super User 2025 Season 1 on at
    RE: Bank Account name change

    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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  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,455 Most Valuable Professional on at
    RE: Bank Account name change

    Hi,

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

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