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.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Click Add Bank Account.
- Select Credit Card as the type and enter the credit card's information into the remaining fields.
- 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.
- Click Save.