Add a new bank account
Description

You need to create bank accounts to record your business transactions. These accounts represent your actual business bank accounts.

To get you started, we've provided a Cash account. Use it to track cash transactions like petty cash spending. Then add your own bank account or credit card account.

You can have up to 10 bank accounts in total. 

Cause
Resolution

Add a new bank account

  1. From Banking, select Add account.
  2. Select the Account type you want to create.
    You can choose Cash, Bank account, or Credit card.
  3. Enter the Account name and Additional information (account number, sort code, and bank name).
     NOTE: If you’re creating a cash account, you can only enter an account name. 
  4. To save the new account without connecting to a bank feed, select Save.
  5. To save the new account and connect to a bank feed straight away, select Save and connect to bank.
    Follow the steps in our guide to Connect a bank feed.
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