web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Bank Account name change
Finance | Project Operations, Human Resources, ...
Suggested answer

Bank Account name change

(0) ShareShare
ReportReport
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?

I have the same question (0)
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,615 Super User 2025 Season 2 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.

    pastedimage1675875416104v1.png

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 18,373 Most Valuable Professional on at
    RE: Bank Account name change

    Hi,

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 777 User Group Leader

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 630 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 602 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans