How can I add multiple bank accounts and use them in receipt, invoices and payments?

How can I add multiple bank accounts and use them in receipt, invoices and payments?

First, choose add the bank accounts in your chart of accounts. Then in the Cash Receipt, Invoice Payment, and other bank document you can select different bank accounts in the Bank Account field.

To change the default bank account, choose Settings → Posting Accounts from the main page.

    Need help applying this to your business?

    See how CustomBooks™ can support your accounting and inventory workflow

    If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.

    Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



      • Related Articles

      • Cloud Banking: Working with Downloaded or Imported Transactions: Approve, Match, Unapprove, Auto-Categorize (Categorization Rules) Transactions

        Working with Downloaded or Imported Transactions For those accounts that have been connected to their banks via Cloud Banking, transactions will automatically flow in on a daily basis. Working with the downloaded transactions can be a real time ...

      • Payments

        Payment Overview The Payments document in CustomBooks™ records payments made to a customer or a vendor that will not have a bill associated with the payment. To record the payment of a bill that has been entered in CustomBooks™, please see Creating a ...

      • Bank Deposits

        Overview Bank Deposits in CustomBooks™ allow you to record and group customer payments, cash receipts, and other funds being deposited into a bank account. The Bank Deposit feature helps ensure that deposits recorded in CustomBooks™ match the ...

      • Bank Transfers

        Overview Bank Transfers are used to record the movement of funds between two accounts that are being tracked in CustomBooks™. This feature helps ensure that transfers between bank accounts, savings accounts, credit card accounts, or other ...

      • Getting Started - Cloud Banking: Connecting your bank accounts

        Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...