Bank Accounts

Bank Accounts Delete or deactivate a bank account You can delete a bank account that has never been used. If an account has activity, deactivate it instead so its history… Bank Accounts Transaction register and recalculating the balance Each bank account has a transaction register that lists its activity with a running balance. You can also recalculate the account's balance… Bank Accounts Set the default bank account The default bank account is the one used first in lists and summaries. You can change which account is the default at… Bank Accounts Edit a bank account Update a bank account's details, such as its name, linked GL account, or whether it is active. Steps From the Accounting menu,… Bank Accounts Create a bank account Add a bank account to track its balance and transactions inside the Accounting module. Before you start You'll link the bank account… Bank Accounts Bank Accounts overview Bank Accounts let you track the real-world accounts your business uses — checking, savings, credit cards, cash, and more — and link…