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How to edit a Bank Account

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

Oliver Cook avatar
Written by Oliver Cook
Updated over 3 weeks ago

You can easily amend the name, code or classification of an existing Bank Account. You can edit from the Banks tab, or the Chart of Accounts tab.

From the Banks tab

  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.
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  3. You can edit the Name, Classification and Code.

  4. Click Save.​

The changes will apply directly in the Chart of Accounts and Bank Account pages.

From the Chart of accounts

  1. Click Accounting, then click Chart of Accounts.

  2. Go to the Bank tab within the Chart of accounts.

  3. Click on the account's name to edit it.

  4. Click Save to apply the changes.

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