FAQ > Managing Banks

How can I add Banking Information?

In order to map owner and vendor transactions to different bank accounts, you need to add new bank accounts from the banking center page.

Here are the steps to add a new bank account:

1. Go to the Bank Center page by clicking on the “Banks” link on the left side of the page.

2. Click the “Add new bank account” link on the bank center page.

3. You will arrive at the Add Bank Account Details page. You can enter the account name, bank name, begin tracking date, beginning balance and other field values here.

4. After entering all the values, click the save button on the page.

5. You will arrive on the bank center page. You can see the newly added bank information here.