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14647: Editing Auto-Complete Data for Banking Screens


1040 Individual

How can I edit the auto-filled bank information that comes up on the DD screen in the Name of Financial Institution field?
 
To edit the auto-filled banking information:
  1. Open the DD screen.
  2. Left-click in the Name of Financial Institution field.
  3. You can either press Control+Shift+E on your keyboard, or, right-click in the field and select Edit Auto-Complete Data.
  4. The Edit Auto-Complete Data screen opens.
  5. Highlight the name that you want to edit and click Edit
  6. Make your changes and click Save
  7. After making all needed changes, click Save Changes at the bottom of the Edit Auto-Complete Data screen. 



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