Add/Edit Bank Account

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Adding a Bank Account is very straightforward.  First click on the Add button on the View Bank Account:-

 

Add Bank Account 1

Now you will see the Add/Edit Account Name screen (see below):

 

Add Bank Account Screen

 

You must enter an account number and name together with an opening balance. This can be positive or negative.

 

A personal account consists of transactions that are not business related and will not be used in the profit and loss reports.

 

The Primary Account is the account you want to show when starting the system first time.