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How do I edit a bank or credit card account?

  • To edit details of a business bank account or credit card account, go to My Other Data on the main toolbar, and select My Bank/Credit Card Account.

  • Alternatively, go to Quicklinks, and click on Edit Bank/ Credit Card Account.

  • On the next page, click on the bank logo of the account you want to edit.

  • In the edit screen, make the changes that you need to.

  • Click the Save button.