Table of Contents

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The bank account query allows you to search for existing bank accounts on the system. Click on bank account number on any row of the query results to view, edit or delete an account. Please refer to the Query chapter for more details on how to use the query capabilities of the software.  

Edit

Click on Edit button while viewing a bank account record to edit the account information. Only fields that are allowed to be edited will be displayed. 

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 Click on Delete button while viewing the bank account record. A confirmation box will appear asking to confirm that the bank account be deleted.  Bank accounts may only be deleted if they have no related transactions.