This form allows you to create a new bank or cash account or edit an existing one.
Bank accounts track money in your bank, while cash accounts track physical cash on hand.
Complete the following fields:
New accounts start with a zero balance. To set an initial balance:
• For a positive balance, create a receipt in the Receipts tab
• For a negative balance, create a payment in the Payments tab
• For bulk adjustments, use the Journal Entries tab to create a journal entry
The Bank and Cash Accounts tab within Accounter provides a centralized location to manage all incoming and outgoing financial transactions for your business's bank and cash accounts.
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