AccountsPrep - Adding Bank Accounts

How to add bank accounts to AccountPrep

Aaron avatar
Written by Aaron
Updated over a week ago


This article will show you two ways you can add Bank Accounts for a client.

Applies To

  • AccountsPrep integrated companies.


Within a client you can add Bank Accounts from the Bank Accounts homepage or via the Chart of Accounts.

Additional Information

You can add a Bank Account under any Asset or Liability class type:

  • Sound strange? Well, we do this because we want to allow you to add any type of financial account (even things we maybe haven’t considered) – so we didn’t want to place limits on you here…

  • You may have expected the class to automatically assign to a bank class here, so this is why not!

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