How to Add New Bank Accounts and Charge Accounts (Mobile)

FINSYNC's Mobile platform allows you to easily add in Bank Accounts and Charge Accounts to help you run your business.

To add in any Bank Account or Charge Account, follow the steps outlined below: 

1. Click on the collapsible menu in the top left corner of your screen. 

2. Select Accounts.

3. Click on the green + Icon in the bottom right corner of the screen. 

4. Fill out all Information Fields: 

  • Bank Name. 
  • Name on Bank Account
  • Routing Number. 
  • Account Number. 
  • Account Type. 

5. Click on the green Save button.