New

By

Harshini Harsthavaram

on

September 25, 2023

Blog |

Biz with Swipe

|

Product FAQs

How to add a bank account on the web

How to add a bank account on the web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard.

‍Step 2: Click on “+New Bank Details”.

Now, select the “Bank Details” option from the menu and click on "+New Bank Details".

A new form appears. Here, enter and confirm the basic details, like account number, IFSC code, bank name, and branch name.

Note: You can always add or edit the details later.

Step 3: Fill in the other required details.

Fill in other details, such as UPI ID, opening balance, UPI number, and notes.

Note: You can also make this bank account default by switching on the toggle bar below the “Default” option.

Step 4: Click on “Save & Update”.

Now, click on the “Save & Update” button present at the top right corner of the screen.

Congratulations! You have successfully added a new bank account. A pop-up will appear on top of the screen informing the same.

From now on, you can use this bank account whenever you create a new transaction.

Sign Up for Free >

Featured Posts

Top Online Selling Platform in India 2025

Best Small Manufacturing Business Ideas in India

How to add vehicle number to an Invoice on Android

How to create an expense with GST on web

How to Start a Construction Company in India

Best Food Business Ideas in India 2025

How to add UPI ID to invoices on Android

How to record a payment on the web

You might also like

Highlights of Economic Survey 2023-24: Updates, Budget & More

All recent updates related to the Budget 2024-25 with focus on economic survey updates.

Exemption from Reverse Charge for GST Composition Scheme: Eligibility, Conditions & Compliance

Understand the legality of RCM exemption under the GST Composition Scheme, eligibility, government notifications, and compliance for supplies from unregistered vendors.

What is GSTR-1? Conquering Common Errors with FAQs

GST can be overwhelming, especially when it comes to filing returns. GSTR-1, the monthly sales return, is the best map you have, but occasionally you..

© 2026 Nextspeed Technologies. All rights reserved.

Join community.