Change Limited Company Name

The pension fund name clashes with our company name so the bank cannot support both for Open Banking. The correct title of the Pension Fund begins with "Trustees of … "etc. Can I change this in the settings or if not I can delete it in Affinity (only 3 bank entries) and add it again with new title "Trustees of …"etc.

Hi @680103

I’m not quite sure what you’re having trouble with but you can change your company name in your account settings.

You can also name your bank accounts whatever you want to within QuickFile, it doesn’t necessarily have to match with what the account name is in real life

This topic was automatically closed after 7 days. New replies are no longer allowed.