How to rename a bank account?

Renaming your bank account in QuickBooks Online (QBO) to match what your bank calls it is helpful for keeping things consistent and avoiding confusion, lksteenslid. There are two areas in the system where you can do this.

First is through the Bank transactions menu. Follow these steps to complete the process:

1. Go to the Accounting menu and select Bank transactions.
2. Locate your bank tile, choose it, and click the Pencil or Edit icon. 
3. Select the Edit account info button.
4. Update the name of your account in the Account name field.
5. Click Save. 

Secondly, it is accessed through the Chart of accounts section. To do this, here's how:

1. Go to the Accounting menu and select Chart of accounts.
2. Find your account, select the drop-down arrow under the Action column, and select Edit. 
3. Rename your account in the Account name field.
4. Hit Save.

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If you have additional questions, feel free to leave a comment.