| | How to create a new bank account |
| Resolution | - Go to Banking.
- Click the New dropdown button and select Bank Account.
 - 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. | - Select Save & Connect Bank to link the account securely, or click Save to add it without connecting
- On the Address & Contacts tab, enter the bank’s address and main contact. Select Add Address Contact to include more contacts
- 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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