Renaming Related Accounts

  To rename related accounts:

  1. In Subaccount Options or on the Accounts view, select a related account.

  2. Perform a task:

    • From Accounts view, select Accounts, then Rename Related Accounts.

    • From Subaccount Options, click Rename.

  3. In Find what, enter an account name to rename.

    • Click Find Next to find the account.

    • Match whole word only—Looks for the exact word or phrase.

    • Match case—Makes the task case-sensitive.

  4. In Replace with, enter an account name.

  5. Perform an action:

  • Click Replace to replace the only account name currently shown.

  • Click Replace All to replace account name instances with the new name.