From the Home page screen
- Select the Company Gear (top upper corner)
- Select “Chart of Accounts” under Settings header
- Select “New” button
- New Account screen will open
- Category Type = Bank
- Detail Type = Bank account type (like checking or savings)
- Name = Name of the Bank
- Description = Same as name (with acct number optional)
- Save
Note: Leave BALANCE blank. You will need to write an appropriate entry for the opening bank balance separately.
