Add or Remove a Bank Account
To add a bank account
- In the Home window, on the Banking and Other Activities section, click My Bank & Cash Accounts.
- Choose Create from the File menu.
- In the Account box, enter the account's new name.
- (Optional) Enter the Opening Balance for the new account.
- Click Save and Close.
To remove a bank account
You can only remove an account if:
- The account has a zero balance.
- It is not a permanent account (message identifies these accounts if you attempt to remove them).
- It has not been used since the earliest transaction date.
- The account has not been used in transactions belonging to the current or previous year.
- In the Home window, on the Banking and Other Activities section, click My Bank & Cash Accounts.
- In the list from the Select box, choose the bank account that you want to remove.
- On the File menu, choose Remove.
- Click Yes.