Revenue: Adding a Bank AccountΒΆ

To add a new bank account, follow the steps below.

  1. Click in the ribbon

  2. Click Finance

  3. Click Revenue

  4. Click Bank Accounts

  5. Click in the upper right hand corner

  6. Enter a title

  7. Enter the routing number of your bank

  8. Enter your bank account number

  9. Enter the bank code

  10. Click Save