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How to Update Your Bank Details in Dealerkit

If you need to update your business bank details, you can do this easily within the Settings area of Dealerkit. Once saved, these changes will automatically update across all documents in the system.

Written by Matthew Cook
Updated over 6 months ago

Follow these steps:

  1. Log in to your Dealerkit account.

  2. Click on your name in the top right corner and select Settings from the dropdown menu.

  3. On the Company page, scroll down to the Locations section. Click the pencil icon next to your postcode.


  4. In the company information section, click the blue Edit button (pencil icon).


  5. Update your bank details as required.

  6. Click Save to apply your changes.

Your updated bank details will now appear automatically on all relevant documents within Dealerkit.

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