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 Bookkeping > Bank Transactions

Start in Truewind on Bookkeeping > Bank Transactions, then click on Manage bank accounts button.

Screenshot showing Open Bank Transactions.

Step 2

On Bank Accounts, select Manually add account

Once there, there's a dropdown button next to Connect account via Plaid. Select Manually add account.

Screenshot showing Bank Accounts. On the top right, there's a drop down button. Select Manually add account

Step 3

Enter the account details

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

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

Step 4

Choose the account type

Pick the option that matches the client setup.

Screenshot showing Select Bank Account Type

Step 5

Choose the sub-account type

Pick the option that matches the client setup

Screenshot showing Select Bank Sub Account Type

Step 6

Choose the ledger account

Pick the option that matches the client setup.

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

Step 7

Enter the last 4 digits and currency code. Save and Close.

Optionally, type on the last 4 digits and pick a different currency code, if applicable. Then, click on Save and Close button.

Screenshot showing Enter the last 4 digits and currency code.

Step 8

Confirm account creation

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

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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