OVERVIEW
It may be easier to manage bank accounts by using nicknames. To apply a nickname:
- In the upper right, hover over the Gear icon and click Settings
- On the Overview page, under Your Company, click Bank Accounts
- On the Bank Accounts page, click the account number
- On the individual Bank Account page, click the Edit icon
- For Bank Name, enter a nickname (you don't need to include the actual bank name: the Routing Number uniquely identifies your bank)
- Click Save
The nickname now appears in all places where your bank account name formerly appeared.