To change the bank account for your online giving transfers:
- Navigate to More > Contributions.
- Click Online Giving on the left side.
- Next to the green Transfer History button, select the down arrow and select Transfer Settings.
- Under the "Transfer To" field, select "Add or Remove Bank Accounts".
Breeze is designed to work with one bank account. While we provide the ability to add more bank accounts this function is more so present to let you update your banking information rather than have multiple bank accounts.
Best practice for multiple bank accounts:
- Let Breeze track individual donations.
- Use an accounting system like Quickbooks or Aplos for Fund Accounting/General Ledger.
- Have one bank account for online giving and then disperse those funds later on by cutting checks or doing transfers.