Add a Bank

1. Create a GL account for the bank's checking account. 
2. Select the Add New Entity quick link option. This will open a popup screen.
3. Change the Type to Company.
4. Enter the company information here. This allows the program to search the entities that already exist and help minimize duplication. 

5. Select the Create New button to open a new profile. It will carry across the information that you entered on this screen and open the new record. If the entity already exists, you may click over the name in the list shown, then choose to open the record. 

The entity number is automatically generated and unique. This can be changed if you are entering a company, supplier or bank if you want. The company number or location is generated based on the location that the user is logged into when adding the customer.  

6. Go to the AP info tab and check this company off as a bank. That will pop up the Checking Account Info button.
7. Select the Checking Account Info button.

8. Click the Add New button to the left to add a new account.
9. Choose the GL account you created in accounting.
10. Enter in a description for this new checking account.
11. Choose the Profit Center.
12. Enter the Next Check Number. (This is where you will update the check number if you ever need).
13. If you are using blank stock, then enter in the Account #, Routing #, and Bank Details.
14. Click the Save button in the lower right.
15. Select the Close button to exit the Bank Account Details screen.
16. Save the bank in the CRM.
17. Open the Accounting module. This bank will now be an option when writing checks and reconciling your accounts at the end of the month.