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January 20, 2021
Question

How do create a chart of account for a BANK for writing checks manually

  • January 20, 2021
  • 1 reply
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1 reply

BettyJaneB
January 20, 2021

A new account can be added to your Chart of Accounts with just a few clicks, @marmanzan77.

 

I'd be happy to walk you through on how to do this.

 

Here are the steps to follow to create a new account that can be added to your Chart of Accounts and have it handle your expense transactions:

  1. Click the Gear icon and select Chart of Accounts.
  2. Select New in the top right corner. 
  3. Click on the Account Type drop-down to select the account type.
  4. Select the Detail Type to specify the type of account that you want to add.
  5. Enter the name of the account in the Name field.
  6. You have the option of including information in the Description field and an amount in the Balance field. 
  7. Click Save and Close.

 

The following is a brief video to serve as a visual reference:

 

 

To give you more details about this process together with managing your Chart of Accounts, please check out these links attached:

Should you have any questions, please post a comment, and I'll be happy to help. Wishing you all the best.