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Bank Account Form

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How To Establish a Bank Account

Go to Accounting: Checkbook:

1)  Choose to Add (or Edit)

You will be prompted to fill in basic information to identify the bank account.

Fill in the form fields.

CheckingAccountsForm

Optional: Enter Notes about the account on the Notes tab.

Choose OK [F10]

This will open the Checkbook Register.

Multiple Bank Accounts

With the Checkbook Registry open, you can add additional Bank Accounts.  (see Multiple Banks/Checkbooks)

See also Cash Transfers between accounts