Enter Account

Related topics

Import a bank statement into Sage 50

Enter beginning transactions for first account reconciliation

Find a transaction in the Account Reconciliation window

Read about clearing voided direct deposit paychecks

Perform other General Ledger procedures

Read about the Current Account Reconciliation report

Read the account reconciliation overview

This window lets you enter information for the account from which you want to import a bank statement.

  1. Account Type: From the drop-down list, select the type of account. Possible types are
    • Checking
    • Savings
    • Money Market
    • Line of Credit
    • Credit Card
  2. Routing/Transit Number: Enter this information for the account; the number appears at the bottom of your checks. How do I locate my bank routing/transit number?
  3. Account Number: Enter the number of the chosen account. If you don't have your account number at your disposal, contact your bank for assistance.
  4. When finished, click OK.