Navigate to Admin panel – Bank settings. Some of the settings will already be in place if you have successfully run the Setup wizard.

Bank Settings ensure accurate and efficient handling of financial transactions within AccountingSuite. Bank Settings involve configuring various aspects related to bank transactions. These include:

• Default Bank Account: Assign the primary bank account for transactions.
• Duplicate Check Numbers: Control whether duplicate check numbers are allowed.
• Categorization Settings: Manage how transactions are categorized.
• Date Range Limit: Set boundaries for matching bank transactions.