How To Add a Bank Account

This FAQ will go over how to link a bank account within Paradigm.

Account Set Up

To add a bank account, select the green “add” button in the top left hand corner under General Ledger> Chart of Accounts

Select the account type under the bank account section.

After selecting the account type, fill in the account ID for the new account. If an existing account ID is chosen, the message an account with this account ID already exists will display and you must choose another.

After setting up an account ID, fill out the rest of the information on the GL account and save it.

Now that the GL account is saved, it can be linked to automatically pull in transactions. Check out Bank or Credit Card linking for a step-by-step tutorial.