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Add a Bank Account

How to add bank accounts to AccountsPrep.

Oliver Cook avatar
Written by Oliver Cook
Updated today

To be able to add and manage your bank statement data, you need to create bank accounts.

Access to add bank accounts

You can add bank accounts from either the Banks tab or the Chart of accounts.

Banks Accounts

  1. Click the Banks tab.

  2. Click Bank Accounts.

  3. Click Add Bank Account.

Chart of Accounts

  1. Click the Accounting tab.

  2. Click Chart of Accounts.

  3. Click Add Bank Account.

Creating a new bank account

  1. When adding a new bank account, you need to enter the following attributes:

    • Code

    • Name

    • Class: You can create the account under any Asset or Liability

  2. Click Save to apply the changes.

Once added, it will show in all the different banks sections within the product.

You can edit the bank account from the same tabs.

📎NOTE: When you create a bank account, it activates all the bank features associated with it, as bank accounts are managed differently to normal accounts. You won't be able to convert them as normal bank accounts once created.

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