Service Wiz Blog

Editing a Bank Account

Handyman and Field Services Management

To edit a bank account, click on “Financials” on the left side menu, then click “Bank Accounts”. Next click on the action menu to the right of the bank account you want to edit. This will show you a popup of actions, click Edit Bank Account.

Editing bank account

Once you have made your changes, you can click Save Changes at the bottom of the page.

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