Method 1:

To add a new bank account to your Chart of Accounts (CoA), hover over the 'Banking' navigation. Select 'Bank Accounts' from the drop-down.

Select the '+' next to 'Add Account' :

Fill all the appropriate information in accordingly. Only the fields marked with an asterisk are required. Click 'Add New' when finished.

Method 2:

To add a financial account to your Chart of Accounts (CoA), hover over the 'Company' navigation. Select 'Chart of Accounts' from the drop-down.

Select 'Add a New Financial Account' in the upper left-hand corner of the page.

Choose the appropriate account type from the drop-down and input your desired account name

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