Creating a bank account
Description
Cause
Resolution
  1. Go to Banking then Add a Bank or Credit Card.
  2. Enter Bank Account Name and select a category if applicable.
  3. Select the Default Payment Method and enter the Bank Name.
  4. Enter the Account Number and Branch details (optional).
  5. Enter the Opening Balance and Opening Balance Date.
  6. Enter a description (optional) and tick Active.
  7. Select if this is the main default account and click Save.
Steps to duplicate
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