Zen IT || How to Add Bank Account Details in Software

How to Add Bank Account Details in Software

Step 1:

For Add New Client In The Software  Please Follow the Knowledge Base.  Click Here To Open !!

Step 2:

Go to Transaction  and Then Click on The Additional Information (Bank & Credit Card Detail) Button:

Step 3:

Enter the Primary Bank Account Details:

Note: To import the bank account from the previous year, click on the 'Import from Previous Year' button.

Step 4:

If there is More than one Bank Account, first enter the details of the Primary Bank Account on this page. Afterward, click the 'Save' button. To add additional bank accounts, click on the 'More Bank Details' option:

Step 5:

To enter more bank accounts, follow the process:

1. Enter the bank account details one by one manually.
2. Export the Excel template by clicking on the 'Download Excel Template' button.
3. Fill in the required information in the Excel template, then import it into the software by clicking on the 'Import from Excel' button.
4. After entering or importing the bank accounts, all bank accounts will be displayed here.
   

Note: If you want to learn about feeding foreign bank details into the software, kindly follow this KB link (for non-resident persons).  Click Here !!

Hope This Helps.

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