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How do I add a bank account or credit card to Billy?

By Joshua waldman

Updated 2 months ago

For manual uploading:

Head on over to 

  • Accounting > Chart of Accounts 
  • click green Create Account button
  • select "Create Bank Account" option 

For Checking/savings accounts select the account type: Bank and Liquid assets

For Credit cards select Account Type: Credit cards

Make sure you fill in every field, including description and Account number. Account numbers should be the last 4 of the bank or credit card being adding.

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