FAQ - How Do I Update a Manual Bank Account Setup to be an Integrating Bank Account?
This article provides directions on how to change bank account setup in Smartwebs from a Manual to an Integrating account
- Make sure Bank Integration is configured in Manage > Company > Profile
- Note which GL Account each Bank Account is tied to before proceeding
- Delete Bank Account(s)
- Delete Bank Branch(es)
- Add Bank Account > (using Integrating Bank tile)
- Assign same Bank Account information including the correlated GL Account
- All Bank Account information including Reconciliations, Deposits, etc. should follow the GL Account to the newly created and integrating Bank Account.