Manage Bank Accounts
Are you using the same bank but at a different address or need to associate additional cash accounts? Edit a bank's information except the type of account it is. If a bank account is no longer in use and is not currently associated with any unreconciled transactions, delete it.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Click beside a bank
account and select one of the following:
- Edit— The bank account's type cannot change.
- Delete— You cannot delete a bank account associated with any unreconciled transactions.
- If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.