Enter the information about the banks you use when making transactions.

1. In the top-left corner, click your site name then Accounting. Then click Ledger Setup > Bank Accounts.
2. Click Add Bank Account.
3. Select Bank as the type, and enter the bank's information into the remaining fields.
4. Optional: If you already created cash accounts, click Assign Cash Account to select core accounts that will reconcile with this bank.
5. Optional: If this bank will be used to pay employees via direct deposit or vendors via ACH, select Enable ACH.
6. Click Save.
   Tip: Add bank accounts freely!

   You're not limited to adding bank accounts only here. When you add or edit a cash account, either in Segments or Chart of Accounts, you can assign a bank account for it to reconcile to. You can also edit the bank account with which a core account is associated as long as it hasn't been reconciled.