Bank Account

Here’s a rundown of what you’ll be picking up from the video lesson:

• Access Bank Accounts – Go to Finance tab → Bank Account.
• Learn how to view, add, and edit bank accounts.
• Understand the purpose of the default TBA (To Be Advised) bank account.
• Know when to create additional bank accounts for reporting or tracking receipts.
• Learn how to group and sort receipts by bank account in reports.

IMPORTANT: At the end of this lesson, you must complete the quiz before moving on to the next lesson.