How to create a new bank account
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Resolution
  1. Go to Banking.
  2. Click the New dropdown button and select Bank Account.
  3. Complete the following fields:
    Field Description
    Account Type Choose from Chequing, Savings, Credit Card, Loan, or Other.
    Account Name Enter the name as it appears on the Banking page and reports.
    Currency Select the currency; foreign accounts show both selected and base currencies.
    Account Number Optionally enter the account number.
    Last 4 digits For credit cards only; optionally enter the last four digits.
    Add an opening balance Select to enter an opening balance. 

    Set your account start date in Financial Settings.

    Opening Balance Date Enter or select the opening balance date.
    Balance or Overdrawn Indicate positive or negative balance and enter the amount.
  4. Select Save & Connect Bank to link the account securely, or click Save to add it without connecting
  5. On the Address & Contacts tab, enter the bank’s address and main contact. Select Add Address Contact to include more contacts
  6. Select Save.

You can assign a ledger account number by following the article How to assign a ledger account number to a new bank account.

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