Summary
How to set up a bank account in the Sage Sole Trader mobile app.
Description
NOTE: You can only set up multiple bank accounts using Sage Sole Trader Paid.
Resolution
- Select the profile icon in the top-left corner and select Banking.
- Select Add account.
- Select the Account type you want to create. You can choose Cash, Bank account, or Credit card.
- Enter the Account name and Additional information, for example your account number and sort code.
If you’re creating a cash account, you can only enter an account name. - Select Save. If you’re creating a bank or credit card account, you can connect your bank feed later from the Banking screen.