Create a bank account in Bank Connections

Add a new bank account from the Bank Accounts connection flow when more accounts need to come into scope, resulting in a new row ready for mapping and review.

Workflow

Step 1

Open Bank Transactions. On the top right, there's a drop down button. Select "Manually add account"

Start in Truewind on Bookkeeping > Bank Transactions, then go to Bank Transactions. On the top right, there's a drop down button. Select "Manually add account".

Step 2

Enter the account details

Provide the requested value exactly as it should be saved so the setup can continue cleanly so the new bank account is available for mapping and imports.

Screenshot showing In the pop-up, input all account information

Step 3

Choose the account type

Pick the option that matches the client setup; that choice controls what happens next so the new bank account is available for mapping and imports.

Screenshot showing Select Bank Account Type

Step 4

Choose the sub-account type

Pick the option that matches the client setup; that choice controls what happens next so the new bank account is available for mapping and imports.

Screenshot showing Select Bank Sub Account Type

Step 5

Choose the parent account

Pick the option that matches the client setup; that choice controls what happens next so the new bank account is available for mapping and imports.

Screenshot showing Select a parent account if it's a sub-account

Step 6

Enter on Nominal Code

Type on Nominal Code.

Step 7

Create the bank account

Save the new bank-account record after the account type, hierarchy, and identifiers look correct.

Step 8

Confirm account creation

Check for the expected result before moving on so the new bank account is available for mapping and imports.

Screenshot showing A pop up showing "Account Credit Card Testing created successfully: #157"

Next step after creation

After the account appears, finish any required chart-of-accounts mapping so the Bank Transactions workflow can use it.

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