Setting Up Bank Accounts
  • 08 Dec 2021
  • 1 Minute to read
  • Dark
    Light
  • PDF

Setting Up Bank Accounts

  • Dark
    Light
  • PDF

DoorLoop allows you to track various bank accounts all in one convenient place. By default, Doorloop provides accounts named Operating Account and Escrow Account. To add your own bank acccount, follow the steps below:

  1. From the left column, select Accounting, then select Banking

  2. Select + New Account

  3. Leave the type as Asset -> Bank

  4. Type in the desired name of your bank account

  5. Add a description if you would like to

  6. Click Save

You will also have the option to make this account a sub account and add an opening balance to the account.


Was this article helpful?