How to create a new account

Our Fun Police makes an appearance! In this video, I’ll show you how to create a new account in your COA. I specifically created a new checking account so I could share my opinion on the best order of actions (begin to link your new checking account to your file first OR create your new account in your COA first before linking…). Happy viewing!

#newchecking #newaccount #COA #cashonhand #pettycash

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Coming Soon! - How to disconnect a linked bank account