Delete a Bank Account from a Family

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.