This article will take you through the steps required to amend your bank account name/code.

Applies To

  • AccountsPrep integrated companies.


It is only possible to edit the Bank Account name or code via the Chart of Accounts page.

To do so, please do the following:

  1. Click on the Bank Account name.

  2. Make the changes you require and click Save.

That's it! You'll see the changes in the Chart of Accounts and next time you enter the Bank Account pages.

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