How to Setup a New Bank

The Bank Account is added during the initial setup of the ProBooks project. This article reviews how to create an additional bank.

1) From the left panel, navigate to Setup > Banks

2) Click the plus button to Add a New Bank

3) Type the desired Code, Bank Name, Routing, Account number, Account fraction (if unknown use 0), Currency, Mailing Address, Check and EFT number range. The Default account cash, Default account deposits, and Default account discount should be the Cash Bank. Lastly, enter the Default account clearing. Click Submit.

Protip: The default number of check copies is 3. The Preferred check template is automatically setup to print the complete check image for blank Accounts Payable check stock 

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