You may want to record some of your contacts as bank accounts.
Before you can create contacts as bank accounts, you must specify a business relation code for bank accounts in the Relationship Management Setup window.
Open the Contact Card window.
Select the contact you want to create as a bank account and click Functions, Create As, Bank Account.
Confirm the subsequent message.
The program automatically transfers the contact information from the contact card to the bank account card, but you may want to add specific information, such as posting details, to the bank account card.
Linking Contacts with Existing Bank Accounts
Assigning Business Relations
Synchronizing Contacts with Customers, Vendors and Bank Accounts