Home > Managing Banking Information > Managing Bank Account Information > Editing Bank Account Information

Editing Bank Account Information

For existing accounts, you can edit the Description, Starting Check No., and Date Closed information. For information about changing the Highest Check No., see Resetting the Last Check Number.

If you have to make other changes, delete the account and add a new account.

To edit bank account information:

1. Click Manage Accounts in the Banking section of the task bar on the right.
2. In the Bank Account Information dialog box, select the bank with account to edit from the Banks list.
3. Adjust the Description, Starting Check No., or Date Closed information as needed.
4. To save the changes to this account and make other changes, click Save, or to save the changes and close the dialog box, click OK.

To delete a bank account:

1. Click Manage Accounts in the Banking section of the task bar on the right.
2. In the Bank Account Information dialog box,  from the Banks list, select the bank with account to delete.
3. Click Delete.
4. In the confirmation message box, click Yes.
5. To save the changes to this account and make other changes, click Save, or to save the changes and close the dialog box, click OK.