How to Add a New Checking Account

Before adding a new checking account you must create the account code for the register in the Account Codes screen Chart of Accounts. 

The first transaction in a bank account needs to be a check as the system attaches other transactions to the check number before it for sequencing purposes. If the first actual transaction is a transfer, write a dummy check to the register and then void it.

If the new register will be the default register, you should set the default register in Core under Accounting>File>General Ledger>Standard Account Codes.

How To:

1. From the the Checking Accounts Screen select in the toolbar.
2. Enter the account code using the dropdown box to select from existing codes
3. Enter the Bank Name
4. Enter the Account Type
5. Select or in the toolbar to add the account.