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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.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Bank Accounts.
  2. Click the ellipsis icon 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.
  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.
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