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- I want to begin recording contributions in Membership PLUS. How do I add a Bank Account?
  - Before you record deposits in Membership PLUS, you need to set up information for the banks where you will be making those deposits.
Create one bank record for each bank account into which deposits may be made. For example, if you have both checking and savings accounts at First National Bank, create a bank record for each account.
To add a bank account:
- In Membership PLUS click Financials.
- Select Banks.
- Click the Add
 button at the top of the screen.
- Enter the Name of the bank. This can be the name of the physical bank, or the name you call the account, such as General Checking.
- It is not required, but you may also add the Bank Account Number and ABA Number.
- Click the Save
 button at the top of the screen.
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If you are using Membership PLUS Deluxe and have entered your Chart of Accounts in the Accounting module, see Knowledge Base Article 23528 on How to Link Membership PLUS Bank Accounts to Membersip PLUS Accounts. |
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Membership Plus
Windows
11
