All your Bank and Credit Card Accounts are located in one place in CARET Legal
To add a Credit Card Account:
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Navigate to the Accounting section, then click on the Banks & Registers tab.
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Click on View Bank & Credit Card Accounts underneath the action bar.
- Click + on the action bar and select New Credit Card Account from the drop-down list.
- The New Credit Card modal displays.
- Complete the fields:
- The only field that is required is the Account Name indicated with a purple bar.
- Complete the other optional fields a you like.
- Select the Active checkbox or uncheck to deactivate.
- When the account has been created click Connect to Credit Card Account to link it with your provider.