Skip to content
EventLedgerEventLedgerEventLedger Help

Manage banks

Manage Bank Accounts with Mercury checking

Accounting → Manage Banks lists the client’s bank accounts: name, last four digits, and the GL account they map to.

Add or edit accounts here so Debits & Credits, deposits, and payments have somewhere to land.

This screen does not by itself connect Mercury. The Mercury feed still has to be linked on the client account. Once it is, Quick sync on Debits & Credits pulls activity.