Add Bank Information to a Bank Account Record

To add bank account details to a bank account:

1. Open the Class Options tab in the account record.
   How?

   1. In the Home window, click Company on the navigation pane.
   2. In the Accountant's Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
   3. Select an account from the list and click OK.
2. Enter the banking information and/or website address.
3. Click Save and Close.

Published: June 27, 2019
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