How do I change a Bank Account name?
Is this possible? Or do I need to set up a new Bank Account?
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.
Hi,
You can change the bank account name after you edit the form.
André Arnaud de Cal...
291,965
Super User 2025 Season 1
Martin Dráb
230,836
Most Valuable Professional
nmaenpaa
101,156