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How to Change a Property's Bank Account

If you need to move a property from one physical bank account to another, you must update the Bank Group connection

Karyn Millar avatar
Written by Karyn Millar
Updated this week

  1. Navigate to Reconciliation: Go to Accounting > Tasks > Account Reconciliation.

  2. Manage Groups: Instead of clicking the main task, click the three-dot menu next to the task name and select Manage Groups.

  3. Edit the Group: Find the Bank Group you need to modify and click the pencil icon to edit it.

  4. Change Bank: Click Next through the bank name details screen. On the subsequent page (where properties are listed), use the drop-down menu next to the property to select its new bank account.

  5. Save Changes: Select Save (Finish) to finalize the change.

This process ensures that the property is correctly mapped to the new funding source or destination for all future Autopay and reconciliation activities.

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