How to Add a Bank Account

Starting Point

From any screen Select Account Center in the Main Ribbon Bar

  • Click Chart of Accounts under Common Tasks
  • Click Add

Set Bank Account

Select Bank Account from the Types Dropdown

  • Select Currency
  • Enter your Account Information in the fields provided

Add Debit Cards

  • Click the Add Button
  • Enter the card details in the fields provided
  • Click Ok
  • Rinse and repeat as needed

Click OK

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