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Move a Cash Account to Another Bank Account

When you use the same bank for savings and checking, for example, it's easy to mix the two at a quick glance. If a cash account that currently has activity is associated with an incorrect bank account, move it to the other before you reconcile.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Bank Accounts.
  2. Click the ellipsis icon next to the name of a bank account and select Edit.
  3. Click the ellipsis icon next to a cash account and select Edit.
  4. Select a new bank account for it to move to, then click Move.