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Edit a Bank Account in AccountsPrep

How to edit your Bank Account name or code in AccountsPrep.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can easily amend the name, code or classification of an existing Bank Account.

  1. Click the Banks tab, then click Bank Accounts.

  2. Click the cog to the right of the row of the Bank Account, then click Edit account.

    Bank Accounts page. Highlights is the edit account option.


  3. Make your changes, then click Save.​

You'll see the changes in the Chart of Accounts and Bank Account pages.

📌TIP: You can also edit the Bank Account via the Chart of Accounts. Just find the account then click its name.

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