How to Add a Bank Account – Proprio Expert How to Add a Bank Account - Proprio Expert

< All subject
Print

How to Add a Bank Account

You can watch the video procedure or follow the instructions below.

Instructions

1. Go to the “Data” tab and the “Companies” subtab.

2. Click on the company to which you want to add a bank account.

3. Click on “Edit” at the top right.

4. In the third page of the dialog box, in the “Bank Accounts” section, enter the name of the account’s financial institution, and select the account of the chart of accounts to which the bank account will be associated. 

5. Enter the transit number, the institution number, and the account number, which are on a void cheque of the account.

6. If you want to add a second bank account, click on “Add a bank account,” and repeat the process. However, make sure that you select a different account of the chart of accounts. 

7. To add an account to the chart of accounts, click on “+” next to “Select an account,” and on “Finish” when you are done.

8. Click on “Finish.”

You have now added a bank account.

Transcription of the Subtitles

Here is how you add a bank account to a company.

By adding to account, you will be able to make deposits into it and to use it as a payment method.

Go to the “Data” tab and the “Companies” subtab.

Click on the company to which you want to add the account, and click on “Edit.”

Go to the third page of the dialog box.

In the “Bank Accounts” section, enter the name of your financial institution, and select the account in the chart of accounts to which you want to link this bank account.

Enter the transit number, the institution number, and the account number, which you can find at the bottom of a void cheque.

If you have a second bank account for this company, click on “Add a bank account,” and an identical section will appear.

Fill out this section with the information of your second bank account.

The account in the chart of the second bank account must be different from the one of the first bank account.

To create a second chequing account, you must click on the plus sign. Enter the name of the second account, and click on “Finish.”

You will then have two bank accounts with their own account in the chart.

Next How to Add an Account to the Chart of Accounts