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How to Create a New Bank Account in Bank Connections
How to Create a New Bank Account in Bank Connections
M
Written by Melody Tong
Updated yesterday

1. Go to Bank Transactions. On the top right, there's a drop down button. Select "Manually add account".

Go to Bank Transactions. On the top right, there's a drop down button. Select "Manually add account".

2. In the pop-up, input all account information.

In the pop-up, input all account information.

3. Select Bank Account Type

Select Bank Account Type

4. Select Bank Sub Account Type

Select Bank Sub Account Type

5. Select a parent account if it's a sub-account

Select a parent account if it's a sub-account

6. Type on Nominal Code

Type on Nominal Code

7. Click on CREATE

Click on CREATE

8. A pop up showing "Account Credit Card Testing created successfully: #157"

A pop up showing "Account Credit Card Testing created successfully: #157"


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