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Edit Bank Account

  • In this section you can edit the information of a bank account.
  • To navigate between bank accounts, click on the list on the left.
  • To edit the information of a bank account, click on Edit
Name Bank account name
Bank Account Type Bank Account Type:
  • Checking Account
  • Savings Account
  • Investment Account
Accounts used for transactions (paying bills, collecting payments, performing month-end reconciliations, etc.) are checking accounts.
Bank Account # Bank account number
Accounting ID Number from the accounting category. This number is assigned when an account is created and cannot be changed.
Bank The name of the bank associated with the account. This bank is a supplier that will charge services and fees like any other provider.
Notes Possible comments