How do I add/edit a Deal’s bank account details?
To associate and connect a bank account to a Deal, you must first add the Bank Account by doing the following:
1. Go to Transactions in the main (left side) menu
2. Click on the Bank Accounts section.
3. Click “Add Bank Account” and follow the prompts to add your bank account.
Once you have added a bank account, you can easily associate it with a Deal by doing the following:
1. Go to Deals in the main (left side) menu
2. Click on the Deal you wish to update
3. Click on the Bank Account sub section within the left side sub-menu (click the blue arrow to expand sub-menu if it’s collapsed).
4. Click Connect Bank Account
5. Select the Bank Account from the drop-down you wish to associate with the Deal
6. Click Change or Add Account to confirm.