Edit a bank account or credit card account

You can edit bank accounts and credit card accounts from either the Bank Accounts screen or from the chart of accounts. If you edit a bank account, the changes will display throughout Xero wherever this bank account displays, including the chart of accounts and financial reports. You'll need the Standard or Adviser role to edit a bank account.

Edit a bank account from the Bank Accounts screen

  1. In the Accounts menu, select Bank Accounts.
  2. Next to the bank account you'd like to edit, click Manage Account.
  3. Click Edit Account Details.

    Edit bank account details.

  4. Edit the required fields.
  5. Click Save.

Edit a bank account from the chart of accounts

  1. In the Settings menu, select Chart of Accounts.
  2. Click on the bank account name.

    Edit bank

  3. Edit the required fields.
  4. Click Save.