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Use this tab to associate individuals or families (if you track families) with checking accounts. You can add accounts manually or using a check scanner.

 To manually associate existing customers with bank accounts
  1. Under Advanced Tools, click the Settings tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Click the Bank Account Maint. tab.
  4. Click Add New. A window opens, and you can select an existing record. If you track families, both a Customer tab and a Family tab display; otherwise, all records display in a single window.
  5. Double-click the individual or family with whom you want to associate a checking account.
  6. Enter the bank Account Number and Bank Transit Number, the nine-digit number also known as the routing number.
  7. Click OK.
 To use a check scanner to associate customers with bank accounts
  1. Under Advanced Tools, click the Settings tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Click the Bank Account Maint. tab.
  4. Click Scan New. The check scanning window opens.
  5. Scan the check. The account number and bank transit number display, and you can associate the data with an individual or family.

Additional Field Information


Find Check
To scan a check or determine if it has been scanned previously, click here.

Edit
To edit the selected record, click here.

Reassign
To scan a new check for a family or individual with existing check information but who has new checking account or bank information, click here.

Delete
To delete the record highlighted in the grid, click here. A confirmation message displays.