Manually Adding Accounts

Open the search window and type View Bank Accounts

Change the Action to Add

Select Main on the sidebar

Bank field — Select the bank

Account field — Enter the bank initials followed by the last 4 digits of the account number

Currency — Enter the account currency (e.g. USD, CAD)

Funding Entity — Required

Account Purpose — Required

Holiday — Select US (Required)

Bank fee account — If this account is bank fee related, toggle from No to Yes

Save — Click the Save button in the upper right corner of the window