Add a Credit Card Account

On both a setup and transaction level, credit cards are treated like banks. When you set up a credit card bank, associate each card with that bank, so when it's the end of a period, your credit cards are ready to reconcile to it. If you use credit cards from different companies, make sure that you set up separate banks for each one.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Bank Accounts.
  2. Click Add Bank Account.
  3. Select Credit Card as the type and enter the credit card's information into the remaining fields.
  4. If you already created core accounts for your credit cards, click Assign Credit Card Account to select core accounts that will reconcile with this bank.
  5. Click Save.