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mancinit33
Level 1

How do I change a Bank Account Name...we have a Petty Cash Account that I want to rename. Is that possible?

 
1 Comment 1
MirriamM
Moderator

How do I change a Bank Account Name...we have a Petty Cash Account that I want to rename. Is that possible?

Thanks for reaching out to the Community forum, mancinit33.

 

I'm happy to show you on how to change bank account name in QuickBooks Online (QBO). Here's how:

  1. Click the Gear icon (⚙) at the top.
  2. Select Chart of Accounts.
  3. Locate the Petty Cash account and hit the drop-down ▼ menu.
  4. Choose Edit.
  5. Enter the new one under Name.
  6. Pick Save and close once finished.

To learn more about editing accounts in QBO, you an read this article: Manage default and special accounts in your chart of accounts.

 

Should you need any additional assistance, let me know by commenting below. I want to make sure you're taken care of. Thanks for reaching out and have a great day.

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