To add in your bank checking account information follow these steps:
1. On the left side menu under General Ledger, click on Accounts.
2. Edit the checking account shown by clicking on the account number.
3. On the new page, change the name to the name of your bank. Add in your bank number (also known as routing number) and your checking acct no. (optional) and then click Save.
You'll see the information you just entered in the list shown.
To add in your credit card account information follow these steps:
1. On the left side menu under Contacts, click on Vendors.
2. Click on the + Add button in top right.
3. Enter your credit card company's information here. You only need to enter a name and check the automated code and edit if needed. For example: Code: AMEX, Name: American Express.
4. Click on Save.
5. On the left side menu under General Ledger, click on Accounts.
6. Click on the + Add button in top right.
7. On the new page, add the General Ledger Account No. for a credit card, you can use 20100 for this account no.
Add in the name of your credit card company.
Under Account Type, select Liability (credit card).
Under CC Payee, select the Vendor you created above.
Add in your credit card account number (optional) and then click Save.
You'll see the information you just entered in the list shown.