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Add a new bank account

Created on  | Last modified on 

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

  1. Select the profile icon in the top-left corner and select Banking.
  2. Select Add account.
  3. Select the Account type you want to create. You can choose Cash, Bank account, or Credit card.
  4. 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.
  5. Select Save. If you’re creating a bank or credit card account, you can connect your bank feed later from the Banking screen.

 

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