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June 8, 2021
Question

How do you add more accounts from your bank after the initial set up?

  • June 8, 2021
  • 1 reply
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1 reply

carolineambrozio
June 8, 2021

Hi jbaker-waverleya,

 

I am delighted to have you here.

 

Here's how you can add more accounts:

  

  1. Go to the Gear icon and select Chart of accounts.  
  2. Click the New button.  
  3. A pop up Account window opens. 
  4. For the Detail Type drop-down menu, select Bank
  5. Assign a name and all other information. 
  6. Specify whether this is a sub-account of another account. 
  7. Provide the Opening Balance of the account. 
  8. Click Save and close

 

Through the chart of account, here’s how to add your bank: 

 

  1. Go back to your Chart of Accounts
  2. Select the new account that you’ve created a while ago. 
  3. From the View register drop-down, select Connect bank
  4. Follow the prompts to connect your bank account. 

 

I'll be here if you have other questions or concerns,