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Level 1

Our bank has changed names but the account number has stayed the same. How do I update the account to reflect the new bank website and account?

 
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QuickBooks Team

Our bank has changed names but the account number has stayed the same. How do I update the account to reflect the new bank website and account?

Hello, @userzislisj.

 

Renaming a bank account in QuickBooks Online is easy, Let me show you how:

                                                       

 Here’s how:

 

  1. From QuickBooks Online, click the Settings icon and select Chart of Accounts.
  2. Next to the Bank Register, you'd like to change the name on, click the drop-down ▼ and select Edit.
  3. Enter the new one under Name. Click Save and close once finished.

 

You can also use this article to learn more about editing chart of accounts: Understand the chart of accounts in QuickBooks.

 

That should do it. I'm just a post away if you have other questions. I'm always here to help.

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