Steps to follow

1. Go to the “Contact” tab and the “Suppliers” sub-tab.

2. Click on the desired supplier.

3. Click on “Edit” in the top right-hand corner.

4. On the second page, enter the financial institution name, transit number, institution number and account number; these can be found on a specimen cheque (please make sure not to hyphenate the numbers).

5. Click on “Finish”.

You have now added a supplier’s bank details.