Edit a bank account
Once you add a bank account to a BILL account, you can only edit specific information for auditing purposes.
You can only edit the select fields below:
- Bank Name
- Account Holder Name
- Default bank for payments in
- Default bank for payments out
If you need to edit the account or routing number, you'll need to archive the account and re-add.
Edit a bank account
- Select Settings.
- Select Bank Accounts under Bank & Payment Accounts
- Select the bank account number.
- Select the edit icon on the bank you want to edit.
- Make the changes you'd like
- Select Save.
Edit a bank account - iOS mobile app__
- From the Home screen in your BILL app, select on the Options bars in the top left corner
- Select Settings
- Select Bank Accounts
- Select Edit on the bank you want to edit
- Make the changes you'd like
- Select Done
Edit a bank account - Android mobile app
- From the Home screen in your BILL app, select on the Options bars
- Select Settings
- Select Bank Accounts
- Select Edit on the bank you want to edit
- Make the changes you'd like
- Select Done
Resources
- Change the name of a bank account
- Update your company information
- Identity verification outside the 50 US States
- Invalid bank account notification
- Verify your identity with documents
- Prevent debit blocks and failed fundings (R29) with BILL ACH IDs
- iOS Mobile App: Manage your bank accounts
- Android Mobile App: Manage your bank accounts
Account Setup View all
Making Payments to your Vendor View all
Getting Paid by your Customer View all