Add your Bank Account Information

To record your cash transactions or bank transactions in accounting, you must first create these accounts. This article explains how to do this.

Creation of bank accounts

How bank accounts are managed

This is a type of financial account, which is moved by payments related to your organization’s expenses and revenues. It is the equivalent of your bank statement from an accounting point of view.

For each account created, the software will register it under “bank name”, which corresponds to the name of your bank account.

You can add as many bank accounts as you wish (current account, savings account, etc...)

Create your account

You can add a new bank account by following the steps below:

1. Go to the accounting tab and select settings

2. Click on the bank page.

3. Click on "Add a bank account"

4. On the right side, it will pop up a window. Click on the arrow (Add more information about the account) and fill in all the blank spaces.

5. Click on "Create an account"

Note:  The owner's name, routing number, account number, and Bank name are not mandatory information (unless you wish to use the online payment system), but it has the advantage of being included in the check remittance form.  

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