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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.

  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.
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