Set up bank accounts
The
Bank Accounts
screen organizes your firm’s bank account information. Entering bank account records into Practice CS lets you associate batches of payments with the firm’s bank accounts. You can also use bank accounts to group information on reports.note
The
Bank Accounts
screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by selecting (or by pressing CTRL+SHIFT+H).Add a bank account
- SelectSetup, thenBank Accountsto open the screen.
- SelectAdd.
- Enter anIDand aDescriptionfor the bank account. Both fields are required.
- SelectEnterto save the bank account information.
Edit a bank account
- Select the bank account from the list, or enter the name orIDinSearch.
- SelectEdit.
- Make changes to the ID or description as needed.
- SelectEnterto save your changes.
