Edit bank transfers and bank deposits

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

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

Edit a bank transfer or bank deposit

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 or Deposit.  

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