Add a bank account by hand

Add the account

1. Open Bank in the menu of Accounting, then Accounts.
2. Click Add new, then Create bank account. The window Bank account opens.
3. Fill in:
   • Title: the name you give the account;
   • Bank;
   • IBAN: or any other account number;
   • BIC/SWIFT, if you have it;
   • Currency.
4. Click Create account.

The account is now offered in the payment details of your invoices, quotes and expenses.

What an account added by hand does

• It gives your bank details to your clients on invoices and quotes.
• It has no transactions and no balance: its Balance stays at 0.

To get transactions, connect the account to your bank instead. See Connect a bank account.

Change an account

1. Click the actions button (⋮) of the account, then Edit.
2. Change its details.
3. Click Update account.

For some connected accounts, only Title can change: the other details come from your bank.

Common questions