New bank account not showing in the dropdown Receive money

Gracy

Hi there, we just added new bank account general ledger.  We just receive the interest from our bank; however, this interest can't be recorded as this new account doesn't show in the receive money option.

 

Can any body help?  Thank you.  

Steven_M

Hi @Gracy 

 

For an account to appear in the Deposit to Account in the Receive Money window (or Pay from Account in the Spend Money window), it does need to have the Account Type Bank or Credit Card.

 

You can check the Account Type of an asset or liability using the following method:

1. Navigate to Accounts>>Accounts List
2. Choose the desired account
3. Within the Account Information window, review the Account Type field and update as needed
4. Select OK

Once that account has the Account Type or Bank (or Credit Card) it will appear in those selection lists in the relevant payment window.