Edit financial accounts

In the Edit Account panel, you can update account information, update the starting balance, make financial accounts inactive, and delete accounts.

  1. From the company setup menu, choose Financial Accounts.
  2. Click the account you want to update.
  3. Change the information.
  4. Click Save.
  1. Do one of the following.

    • Tap > Financial Accounts > account to change.
    • Tap More > Settings > Financial Accounts > account to change.
  2. Change the information.

    Note: For iPads, press Edit to make changes.

  3. Tap Save.
  1. Do one of the following.
    • Tap > Financial Accounts > account to change.
    • Tap More > Settings > Financial Accounts > account to change.
  2. Change the information.

    Note: For tablets, press Edit to make changes.

  3. Tap

The availability of some or all of these features depends on your OnBalance bundle.


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