Step 1:
Start by navigating to your account settings.
Step 2:
Select the Bank/Credit Accounts option.
Step 3:
Here, you're free to edit or delete any existing options.
Step 4:
To add a new account, click on the Add Account button.
Step 5:
Enter your account name.
Step 6:
Next, choose the appropriate account type.
Step 7:
Fill in any other necessary information.
Step 8:
Once you've entered all the details, click on the Save button.
Remember, it's best to set up the account name and type according to your QuickBooks. This ensures easy syncing and a smoother QuickBooks integration.