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Setting up Banks

Setting up Banks

Setting up Banks

Setting up Banks

  1. Select Setup > Banks. All banks should already be in the system. If you are using universal navigation, click Accounting > Setup > Set Up A New Bank.

    Setting up Banks

  2. Click New to add one.

  3. On the Bank Information screen, complete the fields.

    NOTE: Only two required fields are required, Bank Name and ABA Number.

    Setting up Banks_1

  4. Click Save.

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