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Nickname the bank account

OVERVIEW

It may be easier to manage bank accounts by using nicknames. To apply a nickname:

  1. In the upper right, hover over the Gear icon and click Settings
  2. On the Overview page, under Your Company, click Bank Accounts
  3. On the Bank Accounts page, click the account number 
  4. On the individual Bank Account page, click the Edit icon
  5. For Bank Name, enter a nickname (you don't need to include the actual bank name: the Routing Number uniquely identifies your bank)
  6. Click Save

The nickname now appears in all places where your bank account name formerly appeared.

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