Configure the ledger account for a bank
You add a bank account number to a ledger account if you also want to make entries directly to the ledger account when importing the bank statements. For example your phone costs. You add the bank account number of the creditor, your phone company, to the ledger account for phone costs.
You can only link this bank account number to one ledger account.
To configure the ledger account for a bank:
Add separate ledger accounts for:(asset account), (asset account), (expense account), if you want to make entries directly in this ledger account when importing the credit card statements.
- Go to: / / .
- Open the ledger account properties or add a new ledger account.
- If you add a new ledger account, enter the following features:
- : should be in the range you have set in the administration settings
- If necessary : :
- Go to the tab: .
- Click on:
Add the bank account number for this ledger account. You can only link this bank account number to one ledger account, otherwise Profit cannot determine the ledger account to be used for the entry. In Profit, a message appears if this bank account number has already been linked to another ledger account..
- Select the country of the bank.
- Select the check box.
- Select the
Select this check box if you want to specify one account number as the preferred account. check box if this is the preferred account where Profit should make entries.
- Click on: .