How to create a new Bank Account


  1. Go to Financial and select on Accounts.


  1. This will take you to the Accounts Manager page. Click on Add Bank Acct, located in the Bank Accounts box.


  1. When you click on Add Bank Acct, a new window will appear. Enter in your Bank Account Name, Bank Account number and select what type of bank account this is.


  1. Click Add. You should receive a confirmation that the addition was successful or not.

  2. Click Close.

  3. The page will refresh and addition will appear in the Bank Account box.


What’s next?

Accounts vs. Bank Accounts

How To Create A New Account?

How To Edit The Account Manager?