Edit bank transfers

When you edit a bank transfer, we update the balance of both affected bank accounts.

If you've reconciled the bank transfer in either bank account, you can't edit it. Reverse the transaction instead. Reverse a bank transfer or cash deposit.

Edit a bank transfer

1. Go to Banking and open the relevant bank account.
2. Locate the transfer in the Activity tab.
   
   TIP:

   Use the From and To boxes to enter a date range. Select More, and change the Type to Bank Transfer.  

3. Select Actions, then View/ Edit.
4. Make the required changes and select Save.

• Create a bank transfer
• Reverse a bank transfer or cash deposit