Bank Record

The bank record displays information about the organization, such as name and address, lookup ID, and status. To view bank-specific information, such as default banking information and details about each account within a bank, use the General and Accounts tabs under the Bank tab.

On the Bank tab, you can edit the default routing number. For more information about default bank information, refer to Add a bank. You can also add, edit, and delete bank accounts associated with the bank. For more information about bank accounts, refer to Add a Bank Account.