Accounts lists the bank accounts, cards, and other accounts your books are built from. Each one has a name, an institution, the last four digits, and an opening balance.
Add an account
- Open Bookkeeping, then Accounts, and add an account.
- Enter a name. It is required.
- Add the institution, the last four digits if you know them, and the opening balance. The opening balance has to be a number.
- Save. You will see Account added.
Edit or archive
Change an account's details, or archive one you no longer use. Archived accounts stay in the history and can be filtered back into view by status. If you have more than one company, choose the company first.
Important
Add an account before you upload statements for it, so incoming transactions have somewhere to go.
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