How do I create an Account Register?

This article will walk you through how to create an account register.

1. Create a Bank and Cash Account Register

2. Create a Credit Card Account Register

How to Create a Bank and Cash Account Register

1. Navigate to the Accounting Menu and click on the Chart of Accounts > Locate Assets and the Bank and Cash Accounts folder (if creating a Checking/ Savings account) > click on the three dots to the right > Click Add Account.

2. Fill in the required boxes as shown in the image below. Please note that the Opening Balance is only needed if you are not bringing in this Balance within your Plaid Connection. Once you have added your Register details click on Save & Close.

How to Create a Credit Card Account Register

1. Navigate to The Accounting Menu and click on Chart of Accounts > Locate Liabilities and the Credit Cards folder > click the three dots to the right > and click on Add Account.

2. Fill in the required boxes as shown in the image below. Please note that the Balance Owed is only needed if you are not bringing in this Balance within your Plaid Connection. Once you have added your Register details click on Save & Close.

To learn how to link transactions from Plaid into these account registers visit this knowledge base article.