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Adding your Bank/Credit Accounts

Guide to adding your bank/credit accounts in Floorzap

 

In this article, you'll learn how to add your bank and credit account information for a smoother QuickBooks integration.

 

Step 1:

 

Start by navigating to your account settings.

 

 

Step 2:

 

Select the Bank/Credit Accounts option.

 

 

Step 3:

 

Here, you're free to edit or delete any existing options.

 

 

Step 4:

 

To add a new account, click on the Add Account button.

 

 

Step 5:

 

Enter your account name.

 

 

Step 6:

 

Next, choose the appropriate account type.

 

 

Step 7:

 

Fill in any other necessary information.

 

 

Step 8:

 

Once you've entered all the details, click on the Save button.

 

 

Remember, it's best to set up the account name and type according to your QuickBooks. This ensures easy syncing and a smoother QuickBooks integration.