How to Set up Bank Accounts in InsurancePro

1) From the Payments menu, select Setup Bank Accounts.

2) Enter the Bank Account name, by typing over the entry field entry of Default Checking. Tab through each field overwriting each entry as needed.

3) To add additional bank accounts, click on the Add a new Bank Account link at the bottom.

4) Enter the Bank Account name, Account Type, Current Balance and Current Check# beneath the Add new Bank Account title bar.

5) After all of these entries are made, click on the Add button in the bottom right corner of the screen to add the bank account.

6) Once all of your bank accounts have been entered, click on the Done button.