Edit a bank account
Description

If you need to, you can change the details of your bank accounts.

Cause
Resolution

Edit a bank account

  1. Select Banking from the navigation bar.
  2. Select the bank account tile to open the bank account.
  3. Enter or amend the relevant bank account details.

    NOTE:

    Once you enter bank transactions, you can't change the Account Type or the Ledger Account.

  4. Once you have made your changes, select Save.

If you no longer use the bank account and want to archive it, you can make unused bank accounts inactive.

If you want to remove a bank account entirely, read how to delete a bank account.

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