MyCase Accounting: Adding A Bank Account and Setting Up Online Bank Access

Описание: Adding and Managing Bank Accounts in MyCase Accounting - MyCase Monday

In this episode of MyCase Monday, Kelley Brubaker walks you through the final steps of managing the banking section in MyCase Accounting. Learn how to add a new bank account, manage accounts, and connect online bank account access using Plaid. This video wraps up the comprehensive guide on the banking module. Stay tuned as we move on to the income section in the next episode.

00:00 Introduction to MyCase Monday
00:35 Adding a New Bank Account
01:40 Naming and Typing Your Bank Account
02:18 Entering Account Numbers and Initial Balance
08:28 Managing Online Bank Account Access
08:42 Connecting Your Bank Account with Plaid
10:44 Conclusion and Next Steps

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