Add a Bank Account

What this is for:
Bank accounts are used to record money received from customers and payments made by the business.
You must have at least one bank account before recording bank transfers.

Open Bank Accounts

1. From the left-hand menu, click Bank Accounts.

If Bank Accounts is not visible:

1. Click Customize
2. Tick Bank Accounts
3. Click Update

Create a new bank account

1. Click New Bank Account
2. Enter the Name of the bank account
   • Example: GTBank – Current Account
3. Enter the Account number (optional)
4. Enter the Opening balance (if applicable)
5. Select the Date for the opening balance

Save the bank account

1. Click Create

The bank account will now appear in the Bank Accounts list and can be selected when recording receipts or payments.

Notes

• You can add multiple bank accounts if your business uses more than one bank.
• Opening balances can be added later if you are unsure of the amount.
• Bank account details can be edited at any time by opening the account and clicking Edit.