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January 28, 2020
Question

How to add 2nd credit card account for the same bankHow do I cancel future recuuring future invoices

  • January 28, 2020
  • 1 reply
  • 3 views
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1 reply

Kayla H
January 28, 2020

Hello there, @arsgads922.

 

I'm happy to assist you with adding more than one account for the same bank.

 

For this to happen, we can add sub-accounts to have more than one credit card linked to the same bank. Let's get this setup and get you back to business.

  1. Click Settings, then Chart of Accounts.
  2. Select New, on the top right-hand corner of the page.
  3. Choose the account type.
  4. Once all the information is complete, click Is sub-account and pick which parent account that it's associated too.
  5. After all the information's complete, hit Save and Close.

 

This will add multiple credit cards to the same account

 

To cancel future recurring invoices, follow these few simple steps below.

  1. Go to the Settings menu.
  2. Locate Recurring Payments.
  3. Choose the transaction that you need to stop.
  4. On the right hit Edit, then Delete.
  5. Save and Close.

 

This will take care of any future recurring payment that you don't want.

 

Please know I'm always available here to lend a helping hand.