How can I add a new payee?
You can add a new payee in three ways.
1- when you create a new check, click on the “new payee” button right on the top next to the check number.
2- you can go to setting on the top right of your account, then click on the “Setting” then “Payee.” Here are also you can add a new payee, edit or delete it.
3- You can even import Payees from Excel sheet/CSV also
How to add Payee from New Check window?
Step 1: Click on '+New' in Check List. Step 2: Click on 'Add Button' Step 3: Enter your details and click on 'Add'
How to add Payee ?
Step 1: Click on 'Payee'. Step 2: Click on '+ New' Step 3: Enter your Payee details. Step 4: Click on 'Save'.
How do I add another bank account?
How to Add Bank Account Manually?
Step 1: Click on 'Bank' Step 2: Click on '+New' Step 3: Click on 'Add Manually' Step 4: Select Check Type from the list. Step 5: Enter your Banking information and click on 'Save This Bank Account' Step 6: Add a Nick Name for your Account
How to Add a Bank Account?
Step 1: Click on 'Bank' Step 2: Click on '+New'. Step 3: There are 3 ways to add a Bank account Create a New Bank account. Connect and verify an existing Bank account instantly Add an existing Bank account manually.