Adding a Bank Account
To view your bank accounts, click on "Financials" on the left side menu, then click "Bank Accounts". Click on the + Add Bank Account in the upper right corner of the page.
You will be asked to enter the account name, description, balance and general ledger account. Below the general ledger account field is a Click here to autofill link. This will generate the appropriate general ledger account.
If this account is your primary bank account, click the Default Account checkbox.
