Delete a Bank Account from a Family

Share

To delete a bank account from a Family record:

1. In the Family record, select the Billing Info tab.
2. Clear the Bank Name, Bank Transit #, Institution ID, Account Type, and Account Name fields.
3. Select the Edit Bank Account Info button.
4. In the Edit Bank Account window, select Delete Acct#.
5. When asked, Are you sure you want to delete the selected bank account number?, select OK.
6. Close the window.