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How do I add a New Bank Account ?
How do I add a New Bank Account ?

Learn how to add a new Bank Account in hibooks.

Written by Joseph Godwin
Updated over a week ago

In the Banking page in hibooks you can add all your bank accounts to create all your transactions in the system. You can make one of your bank accounts the default bank account. Learn how to manage Bank Accounts and how to create a Transaction.

How do I add a new Bank Account ?

  • First you must access the page by selecting Banking from the side bar menu.

  • You will land on your default bank account.

  • You can create a new bank account in two ways. Click on the arrow next to your default account and then click on Add Bank Account.

  • Or you can click on Manage Account and then Add Bank Account from the drop-down menu.

  • Complete the information.

Bank Account Information

  • Account Name : enter the bank account name to identify it.

  • Account Number : enter the account number of the bank account.

  • Sort Code : enter the sort code of the bank account.

  • Bank Name : enter the name of the bank of your new bank account.

  • Currency : the base currency is by default the one you chose when you created the business in hibooks, but you can select any currency in the world available for your bank account.

  • Is Primary : if you tick this tickbox then the new account will become your default Bank Account.

When finished, click on Save and your will find your new Account in the All Bank Accounts tab.

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