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Categories AgExpert Accounting AgExpert Analyst
Created by AgExpert Support
Created on Aug 2, 2016

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How do I add a new bank account - I added it in set-up as an asset account. Now I am trying to enter transaction for that account but it does not show up in the transaction entry screen. What have I done wrong?

  • ADMIN RESPONSE
    Feb 10, 2025

    Hello Maggie,

    When you created the new bank account be sure to select for a Account type - Bank Account and not the account type - Asset. So what you will need to delete the invalid account and recreate it. If you have any other questions please feel free to contact us.

    Kelly Ross
    Product
    Support Analyst,

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