New

Published on:

September 25, 2023

By

Harshini Harsthavaram

Blog |

Biz with Swipe

|

Product FAQs

How to add a bank account on the web

How to add a bank account on the web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard.

‍Step 2: Click on “+New Bank Details”.

Now, select the “Bank Details” option from the menu and click on "+New Bank Details".

A new form appears. Here, enter and confirm the basic details, like account number, IFSC code, bank name, and branch name.

Note: You can always add or edit the details later.

Step 3: Fill in the other required details.

Fill in other details, such as UPI ID, opening balance, UPI number, and notes.

Note: You can also make this bank account default by switching on the toggle bar below the “Default” option.

Step 4: Click on “Save & Update”.

Now, click on the “Save & Update” button present at the top right corner of the screen.

Congratulations! You have successfully added a new bank account. A pop-up will appear on top of the screen informing the same.

From now on, you can use this bank account whenever you create a new transaction.

Simple Billing App Free

Sign Up for Free >

Featured Posts

Income from House Property: Taxes & Exemptions

Top 10 Cable and Wire Manufacturing Companies in India 2024

How to generate a payment link on web

How to change the company logo on web

10 Best Practices on How to Improve Cash Flow

How to add a description to the product on Web

How payment gateway processing and settlement works

How to generate a barcode for the product on Android

Related Blog Posts

Biz with Swipe Product FAQs

How to create E-Way Bills on the Web.

Biz with Swipe Small businesses

My Businesses Story: Genies Magical Food

Biz with Swipe Business Ideas

What is SIDBI - Full form, Functions and Objectives

Biz with Swipe Business Ideas

How to Start a Small Clothing Business from Home

Biz with Swipe Business Ideas

List of Best Franchise Businesses in India 2025

Biz with Swipe Product FAQs

How to add a new signature on the web