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Rename an Account

ClosedTo rename an account

  1. In the Home window, on the Tools menu, choose For My Accountant, and then Account Information.
  2. From the list in the Select box, choose the account you want to rename.
  3. In the Account box, type in the new name.
  4. Click Save and Close.

Note: Changing the name of the account does not remove it from its account group.

ClosedTo rename a bank account 

  1. In the Home window, in the Banking and Other Activities section, click My Bank & Cash Accounts.
  2. From the list in the Select box, choose the bank account you want to rename.
  3. In the Account box, enter the account's new name.

    4. Note: If you are using this account for the first time, you have to clear the Do Not Use This Bank Account box before using it.

  4. Click Save and Close.