Creating an account

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Bank Reconciliation > Accounts > Creating an account

Creating the account

1. From the Bank Reconciliation Main Screen, select File, then New Account

Figure 1 - Account Creation Wizard

The two choices are:

•	Create an account + Add to catalog

By using this option, the Account Creation process will create a new account and add it to the local catalog

•	Add an existing account to your catalog

Select if the account already exists

By far the most common option is to simply create the account from scratch. Leave that selected and click Next.

2. You will now see this screen (Figure 2 below):

Figure 2 - Create the Account

Enter the name you wish to use for the account. Pick something that will help you distinguish the account's meaning (for example, Payroll for a payroll account). Bank Reconciliation will not allow spaces in account names so use the underscore (_) or internal capitalization to make the name clear.

Remember:

•	Do not start an account with a number

•	Keep the account name under 20 characters

•	It must be unique from other account names

After entering, click Next.

3. You will now see this screen (Figure 3 below):

Figure 3 - Accounting Periods

Select the accounting period for this account. The most common choice is simply using months.

Note: You cannot change the period type once data is imported or entered into the period.

Click Next.

4. You will now see this screen (Figure 4 below)

Figure 4 - Congratulations

The account has now been successfully created. You can either

•	Switch accounts and work in Payroll to immediately begin using it

•	Stay in the current account. You can always switch over to Payroll later if need be.