FAQ > Managing Banks

How can I add Banking Information?

To map owner and vendor transactions to different bank accounts, you will need to add new bank accounts through the Banking Center page.

Follow these steps to add a new bank account:

1. Navigate to the Banking Center by selecting the “Banks” link located on the left-hand side of the page.

 

 

2. Select the “Add new bank account” option on the Banking Center page.

 

 

3. You will be directed to the Add Bank Account Details page, where you can input the account name, bank name, tracking start date, beginning balance, and other relevant information.

 

 

4. Once you have entered all the required information, click the “Save” button on the page to complete the process.

 

5. You will be redirected back to the Banking Center page, where you can view the newly added bank account information.