- Go to “Accounting” → Click Bank Accounts
- Click “Add Bank Account”
- Select your country (e.g., United Kingdom)
- Choose your bank (e.g., HSBC Business)
- You can either connect your bank feed or skip this step
- Enter Account Name (e.g., HSBC Credit Card)
- Under Accounting Type, select Credit Card
- Enter last 4 digits (for reference) If needed, select the currency of the account
- Click “Save and Continue”
I hope you found this tutorial helpful! You can watch a video tutorial below.
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