New

By

Harshini

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

Best Food Business Ideas in India 2025

How to make a POS Bill on the Web.

How to Start a Bakery Business from Home

How to cancel an E-Invoice on Android

How to convert a quotation into a sale on the web

How to change document font size on Android

How to add an expense category on the web

Top 10 Saree Manufacturers in India (2024)

You might also like

How to delete products in bulk on Web

To delete products in Bulk. First, select the “Products / Services” option from the dashboard on the left. Now, click on the drop down button beside..

E-Invoice Turnover Limit Explained: Is ₹5 Crore Rule Applicable in 2026?

E-invoice turnover limit explained for 2026. Know if the ₹5 crore rule applies, latest GST updates, and compliance requirements for businesses.

How Swipe Helped Me Simplify My Family Business -The Story of Prince Kumar from Bihar

Discover how Swipe helped Prince Kumar streamline billing and easily manage his family business. A real success story from MBJ Group.

© 2026 Nextspeed Technologies. All rights reserved.

Join community.