Create a New Bank Account

To set up a new bank account:

1. In the Home window, click the Accounts icon.
2. In the Chart of Accounts, select an existing bank account, then from the toolbar, click Create .
3. Sage Simply Accounting will automatically assign a number to this account; to change it, type over the number, then enter a name for this account.
4. On the Account tab, select Subgroup Account.
5. On the Class Options tab, select Bank and enter the information you need.
6. Click Save and Close.