---
title: "Edit Bank Accounts"
slug: "edit-bank-accounts"
description: "Edit existing bank accounts in R365 to update allowed fields like name, GL account mapping, and payment settings."
updated: 2026-06-01T11:00:01Z
published: 2026-06-01T11:00:01Z
canonical: "docs.restaurant365.com/edit-bank-accounts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit Bank Accounts

The Bank Accounts page includes a bulk edit feature that allows the same Routing number, bank, check format, and location to be applied to multiple bank accounts in a single operation. Only these four fields support bulk editing; all other fields must be updated individually by clicking directly on the field in the Bank Accounts grid.

Bank accounts can be edited in two ways:

- [Using the bulk edit function to update multiple accounts at once](/doc/docs/edit-bank-accounts#edit-bank-accounts-in-bulk), or
- [Clicking directly into a field to update a single account](/doc/docs/edit-bank-accounts#edit-bank-account-fields-in-the-bank-accounts-grid)

---

## Security

Users must have the following to edit bank accounts:

- Banking → Bank Accounts → Edit Bank Accounts

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Edit Bank Accounts in Bulk

Use the edit option in the action bar to update multiple accounts that share the following fields:

- Check Format
- Routing Number
- Bank
- Location

All fields must be completed to apply changes.

To edit bank accounts in bulk, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Navigate to the **Bank Accounts** page.**

**A)** Open the **Accounting** application. **B)** Expand the **Banking** category. **C)** Select **Bank Accounts**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VZJA6I9R.png)

> [!NOTE]
> Tip for Finding Incomplete Accounts
> 
> The **Incomplete Accounts** view filters the grid to accounts missing required fields, making it easier to identify and select accounts that need updates.

****2)** Use the **checkboxes** to select the **bank accounts** to update.**

Click the checkbox on each row to select individual accounts. To select all visible accounts, click the **Select All** checkbox in the column header. The toolbar displays the count of selected accounts.

Ensure all accounts selected share a check format, routing number, bank, and location.

> [!NOTE]
> **Select All** only selects accounts currently visible in the grid. If filters are active, only the filtered accounts are selected. Selections are cleared when navigating away from the Bank Accounts page.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6YEZIQ1J.png)

****3)** In the **action bar,** click **edit** (the pencil button).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MCIM7QN5.png)

****4)** Complete the fields in the **Edit Bank Accounts window.****

All fields must be completed before **Apply Changes** becomes active.

- **Check** **Format**: Select US or Canadian (default: US).
- **Routing Number**: The routing number to apply to all selected accounts.
  - US format: exactly 9 numeric digits.
  - Canadian format: #####D### (for example, 12345D678). Format is determined by the Check Format set on each account.
- **Bank:** Select from the dropdown showing all banks configured for the organization. The selected bank is applied to all selected accounts.
- **Location**: Select from the dropdown showing all locations. The selected location is applied to all selected accounts.
  - Selecting a location links the account to that location for default use but does not limit which locations can view or use the account.
  - > Locations in the dropdown are limited to locations available to the bank account and the current users location access.

****5)** Click **Apply Changes**.**

All selected accounts are updated. The selection clears and the grid refreshes with the updated values.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZYNJMO3V.png)

To cancel without applying changes, click **Cancel** in the action bar.

---

## Edit Bank Account Fields in the Bank Accounts Grid

Use inline editing to update individual field values directly in the [Bank Accounts grid](/doc/docs/bank-accounts-page#columns).

*Click steps to expand for additional information and images.*

****1)** Navigate to the **Bank Accounts** page.**

**A)** Open the **Accounting** application. **B)** Expand the **Banking** category. **C)** Select **Bank Accounts**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VZJA6I9R.png)

> [!NOTE]
> Tip for Finding Incomplete Accounts
> 
> The **Incomplete Accounts** view filters the grid to accounts missing required fields, making it easier to identify and select accounts that need updates.

****2)** **Click into the field** to be updated, then replace or enter the desired value.**

The following fields can be edited in the grid:

- **GL Account Name:** Enter a unique alphanumeric GL Account name. Colons cannot be used in GL account names.
- **GL Account Number:** Enter a unique alphanumeric GL Account number. Colons cannot be used in GL account numbers.
- **Default Location:** Select from a dropdown menu of existing locations in R365.
  - > Locations in the dropdown are limited to locations available to the bank account and the current users location access.
- **Routing Number:** Enter the routing number (US: 9 numeric digits) or transit number (Canada: alphanumeric, e.g., 12345D678).
- **Bank Account Number:** Enter a 5–17 digit bank account number, if tracking bank details. This value is masked for users without the **View Bank Account Numbers** permission.
- **Bank Type:** Select the type of account: checking, saving, ZBA, or credit card.
- **Next Check Number:** Enter a numeric value to be used on the next check generated in R365 from this bank account.
- **Legal Entity:** Select from a dropdown of existing legal entities in R365.
- **Bank**: Select from a dropdown of existing banks in R365.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Y6MUL5AX.png)

****3)** Click **outside of the field**, press **tab**, or **enter** to save the changes.**

Tab and Enter save and progress to the next field.

Field errors are indicated with red circles with exclamation points. Hover over the error for more information.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q28WS3C5.png)