Edit a bank account

Update a bank account’s details, such as its name, linked GL account, or whether it is active.

Steps

1. From the Accounting menu, open Bank Accounts.
2. Open the account you want to change and go to its Edit form.
3. Update any of these fields:
   • Account Name
   • GL Account (the linked current-asset account)
   • Bank Name
   • Last 4 Digits
   • Account Type
   • Active status
4. Save your changes.

You return to the bank accounts list with a confirmation.

Tip: The opening balance and opening date are set when the account is created and are not part of the edit form. To correct the running balance from recorded transactions, see View the transaction register and recalculate the balance.