Add your accounts

Open Accounts and owners to manage the business details and accounting records in these cards.

Use Bank, card and loan accounts to add each business account. Guided setup also lets you add them, with buttons for major banks that fill in a name. Nani keeps every account separate and checks each against its statements.

Adding business bank, card and loan accounts during guided setup.
Adding business bank, card and loan accounts during guided setup. View full size (opens in a new tab)

Chart of accounts

The Chart of accounts card lists every account and its suggested tax line. You can add accounts or archive ones you do not use. Tax-line suggestions are for your CPA to review.

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