Sometimes you may want to record cash based expenses in 17hats, or you may want to import your transactions from your online bank account. To do this, you will want to first add a manual bank account.
To get started, go to the Bookkeeping page of your 17hats Account. Then, click on the gear icon on the right hand side and then click on "Add Manual Account".
If you do not have any accounts yet connected, you will be prompted to do so when you first go to the Bookkeeping page. You can connect your Manual Account from there as well.
Once you've clicked the option to manually add an account, you'll receive a pop-up to choose the account type and name the account.
To connect a Cash/Debit Accounts select "Bank" for the account type drop-down. For Credit Card Accounts select "Credit Card". From here, you can begin Recording Expenses as needed.
* This feature may not be available on all plan types.
Other questions? Reach out to our Business Support Team Monday through Friday from 7am-4pm PST. You can reach them via Live Chat within your account, or by email at email@example.com
KeywordSearch: Create Cash Account, Manually Account, Credit Card Account, Adding a Manual Account