Adding and editing Bank Accounts

Adding and editing Bank Accounts

Overview

Bank Accounts are used to help attribute your Income and Expense transactions, complete Bank Reconciliation, and various other important bookkeeping tasks. A bank account within okke will generally have it's own list of Income and expense entries, as well as categories and transactions.

When you first create your business with okke, we'll add your first Bank Account for you. 

You can view, edit and add additional Bank Accounts  at any time from the Bank Accounts section. Also, once Bank Feeds are enabled you'll be able to see any connections made.

Adding a bank account

For each bank account you use to run your business, you should have it represented within okke. You can easily add new bank Accounts at any time.

  1. Select Banking > Accounts on the sidebar menu
  2. Click on the Add Bank Account button
  3. Fill in the Bank Account Name field with the name of the bank account related to your business
  4. Click on the Add Account button






Editing an existing bank account

  1. Select Banking > Accounts on the sidebar menu
  2. Click on the the account you wish to edit
  3. Make any changes, including the name, description or whether the account is active or not
  4. Click on the Save button to commit your changes