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changing banks in accounts premier retail 2014

stewart readstewart read Member Posts: 1
edited February 2019 in Accounts Business Range
we are trying to get the old banks (st G ) details changed over to the the new bank (WP) in the reckons accounts premier r/e 2014 in the online banking center (financial institution) drop window ?? 

Comments

  • LukeLuke Reckon Staff Posts: 281
    edited February 2019
    Hi Stewart,

    Please follow the steps below in order to update the bank account details:
    1. Open your Chart of Accounts (Lists > Chart of Accounts)
    2. Right-click on the old bank account > Edit Account
    3. Open the Online Bank Details tab > Change the financial institution from the drop-down menu
    4. Click 'Save & Close'

    I hope this helps.

    Luke.
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