Bank accounts

Open Bank accounts from the Banking menu. In some menus the row is called Bank & cash accounts and sits under Finance. The tabs 1 read All, Active and Inactive.

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1. 1All, Active and Inactive tabs
2. 2Search by bank name or account
3. 3Add bank account

Click Add bank account 3.

Enter the Bank name 1, the Account holder name, the Account number, the IBAN 2 and the SWIFT / BIC 3. A Purpose / label helps you tell accounts apart. The preview on the right fills in as you type.

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1. 1Bank name
2. 2IBAN
3. 3SWIFT / BIC

Scroll down, turn on Set as primary account for the account you use most, set the Status, and save.