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January 8, 2021
Question

How can I add bank ac when not on list also how do I connect my invoices aswell

  • January 8, 2021
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1 reply

January 8, 2021

Hi paulcawthra

 

Thanks for joining us here on the Community! 

 

If we don't currently offer a direct connection to your bank you can create a bank account manually for this by going to Accounting > Chart of Accounts > New and filling in the information on the pop-up that appears, selecting 'Cash at bank and in hand' as the 'Account type' and 'Current account' as the 'Detail type'. You can then either enter the transactions manually (by selecting the bank as the payment account) or update this account using CSV imports of bank statements.

 

Do you use a separate software to generate invoices?