Add Bank Information to a Bank Account Record

To add bank account details to a bank account:

  1. Open the Class Options tab in the account record. How?
      1. In the Home window, click Company on the navigation pane.
      2. In the Accountant's Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
      3. Select an account from the list and click OK.
  2. Enter the banking information and/or Web Site address.
  3. Click Save and Close.