Edit Bank Accounts

Easily edit Bank Accounts in Rentec Direct. As you enter bank information, hover over the "?" tool tip for more helpful details.

1. Click on Banking
2. Right-click on the Bank Account and select Edit Account
3. Make changes as needed
4. Save Changes

Important System Notes

• If a bank account is configured as a merchant account for online payments, any changes to the bank profile will not update the associated merchant account settings. These must be updated separately.
• If you switch to a new bank, it is recommended to create a new bank account record in Rentec Direct rather than editing the existing one. This helps preserve historical transaction data and ensures accurate financial reporting.