Adding Credit Card Types

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Adding Bank Entries

Setting Up Bank Services

Once you add a credit card type, you can use it when you add deposits and withdrawals in the Bank Entry screen.

To add a credit card type:

  1. Open Banking and Tax > Bank Setup > Credit Card Types.Open Bank Services > Bank Setup > Credit Card Types.
  2. In the Credit Card Type field, enter a code to identify the credit card.
  3. Enter a description for the code (such as "VISA" or "American Express").
  4. If your company does not currently accept or use the credit card, but may do so in the future, select the Inactive option.
  5. Click Save.