How to Add/Edit/Delete Bank Account

Bank accounts belong to the current company and link to a bank in your master list.

Add or edit an account

1. Open Bank Accounts → Add Bank Account.
2. Choose the Bank, then enter Account Number, IFSC Code, Branch Name and details.
3. Click Save Account. (Duplicate account numbers on the same bank are blocked.)

Delete

Use the delete icon. An account can’t be deleted while a cheque book uses it — delete those cheque books first.

Tip: Switch companies from the top bar to manage another company’s accounts.