Add a New Credit or Bank Account

Complete the guided entry workflow to add a new credit account or bank account.

Note: Credit or bank account transactions are not automatically added to Trimble Financials. All transactions must be manually added as expenses.

Choose how you want to get started:
- From the sidebar menu, go to Accounting. On the accounting page, select Credit and Bank Accounts, then Add Credit or Bank Account.
- From the dashboard or any hub, select Add > Add Credit and Bank Accounts.
Choose if you're adding a Bank Account or Credit Account.
Provide the account details:
1. Enter an Account Nickname.
2. Enter the last four digits of the account number.
3. Select a Financial Institution.
  If your financial institution isn't listed, select Other and enter the Name of Financial Institution.
Select Submit.

Your bank or credit account is added and can be used for expenses and job billing.

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