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abco1
Level 1

Rename bank account

Hello,

Our QB Online has a ton of errors.  Is there a way to rename our bank account and have the bank feeds start importing to the new bank account name?  I would like to start fresh on Jan 1 2022, so the undeposited funds , etc, do not follow us into the new year.  I was going to open a new bank account but would prefer not to if it can be avoided.

Thank you!

1 Comment 1
GebelAlainaM
QuickBooks Team

Rename bank account

Hello there, @abco1.

Thank you for taking the time to post here in the Community. I'm here to help you rename your bank.

May I ask what are the errors you encountered in your QuickBooks Online? We can also work on that.

There are two options where you can rename your bank account, it's in the Chart of Accounts page and in the Banking tab.

For the Chart of Accounts page, here's how:

  1. Go to the Gear icon and select Chart of Accounts.
  2. Look for the bank account you want to edit.
  3. Click on the drop-down arrow beside View Register and choose Edit.
  4. From there, you can edit your account name.

    Untitled.png

For the Banking page:

  1. Click on the Banking menu.
  2. On the Banking tab select the bank account you want to edit.
  3. Tap the Pencil icon and choose Edit bank account info.
  4. From there you can edit your account name.

    Untitled22.png

You can click this article in case you want to categorize your bank in QuickBooks Online.

Please know that the Community is always here to assist in any issue you encountered in Intuit. Stay safe!

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