Setup & Map Banks

Add a bank account in Checkbook, let the status change to Verified and then map it to a checking account (Sage Intacct).

The steps to setup a bank in Checkbook can be found here

Considering a bank JM Morgan Chase Bank is setup in Checkbook.

In Sage Intacct; it needs to be mapped with checking account – Chase Corporate.

Navigate - Checkbook > Checkbook Account. Create New and select checking account and bank.

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