{"id":20842,"date":"2023-02-13T12:18:05","date_gmt":"2023-02-13T12:18:05","guid":{"rendered":"http:\/\/34.100.199.175\/?page_id=20842"},"modified":"2024-03-07T13:24:05","modified_gmt":"2024-03-07T13:24:05","slug":"multiple-bank-accounts-in-your-billing-software","status":"publish","type":"page","link":"https:\/\/mybillbook.in\/s\/banking\/multiple-bank-accounts-in-your-billing-software\/","title":{"rendered":"Multiple Bank Accounts in Your Billing Software"},"content":{"rendered":"<p>[vc_row][vc_column][vc_column_text]<div class='ai-viewports ai-viewport-1 ai-insert-3-58976784' style='margin: 8px 0; clear: both;' data-insertion-position='prepend' data-selector='.ai-insert-3-58976784' data-insertion-no-dbg data-code='PGRpdiBjbGFzcz0nY29kZS1ibG9jayBjb2RlLWJsb2NrLTMnIHN0eWxlPSdtYXJnaW46IDhweCAwOyBjbGVhcjogYm90aDsnPgo8YSBocmVmPSJodHRwczovL215YmlsbGJvb2suaW4vY3JlYXRlLWFjY291bnQvIj4gPGltZyBzcmM9Imh0dHA6Ly9teWJpbGxib29rLmluL3Mvd3AtY29udGVudC91cGxvYWRzLzIwMjMvMDQvdG9wLW5ldy1iYW5uZXIuanBnIiBhbHQ9Imdyb3cgYnVzaW5lc3MiPiA8L2E+CjwvZGl2Pgo=' data-block='3'><\/div>\n<script>\n  ai_run_838110270153 = function(){ai_insert_viewport_code ('ai-insert-3-58976784');};\n  if (document.readyState === 'complete' || (document.readyState !== 'loading' && !document.documentElement.doScroll)) ai_run_838110270153 (); else document.addEventListener ('DOMContentLoaded', ai_run_838110270153);\n<\/script>\n<br \/>\n[\/vc_column_text][vc_column_text]<\/p>\n<h1 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"Multiple_Bank_Accounts_in_Your_Billing_Software\"><\/span>Multiple Bank Accounts in Your Billing Software<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>The multiple bank accounts feature on myBillBook enables you to manage more than one bank account from your <a href=\"https:\/\/mybillbook.in\/\">billing and accounting software<\/a>.<\/p>\n<p>You can add any type of bank account to myBillBook, including<\/p>\n<ul>\n<li aria-level=\"1\">Current account<\/li>\n<li aria-level=\"1\">Personal account<\/li>\n<li aria-level=\"1\">Employee or relative account<\/li>\n<li aria-level=\"1\">Loan account<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;20903&#8243; img_size=&#8221;475&#215;267.58&#8243; alignment=&#8221;center&#8221; style=&#8221;vc_box_border&#8221;][vc_column_text]<span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;\\n&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\"><div class='ai-viewports ai-viewport-1 ai-insert-7-48059958' style='margin: 8px auto; text-align: center; display: block; clear: both; padding-left: 325px;' data-insertion-position='prepend' data-selector='.ai-insert-7-48059958' data-insertion-no-dbg data-code='PGRpdiBjbGFzcz0nY29kZS1ibG9jayBjb2RlLWJsb2NrLTcnIHN0eWxlPSdtYXJnaW46IDhweCBhdXRvOyB0ZXh0LWFsaWduOiBjZW50ZXI7IGRpc3BsYXk6IGJsb2NrOyBjbGVhcjogYm90aDsgcGFkZGluZy1sZWZ0OiAzMjVweDsnPgo8YSBocmVmPSJodHRwczovL215YmlsbGJvb2suaW4vY3JlYXRlLWFjY291bnQvIj4gPGltZyBzcmM9Imh0dHA6Ly9teWJpbGxib29rLmluL3Mvd3AtY29udGVudC91cGxvYWRzLzIwMjMvMDYvZ3Jvdy15b3VyLWJ1c2luZXNzLTEweC0xLnBuZyIgYWx0PSJkb3dubG9hZCBhcHAiPiA8L2E+CjwvZGl2Pgo=' data-block='7'><\/div>\n<script>\n  ai_run_387337118125 = function(){ai_insert_viewport_code ('ai-insert-7-48059958');};\n  if (document.readyState === 'complete' || (document.readyState !== 'loading' && !document.documentElement.doScroll)) ai_run_387337118125 (); else document.addEventListener ('DOMContentLoaded', ai_run_387337118125);\n<\/script>\n<br \/>\n<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Features_of_myBillBooks_Multiple_Bank_Accounts_Option\"><\/span>Features of myBillBook\u2019s Multiple Bank Accounts Option<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>As a business owner, you might be dealing with multiple bank accounts. Adding all the required bank accounts to your accounting software helps you record transactions across all the accounts.<\/p>\n<p>You can conduct the following transactions by adding multiple bank accounts to myBillBook accounting software.<\/p>\n<ul>\n<li aria-level=\"1\">Receive payments from your clients<\/li>\n<li aria-level=\"1\">Choose which account details to display on invoices<\/li>\n<li aria-level=\"1\">Transfer money among the added accounts<\/li>\n<li aria-level=\"1\">Enter payment-ins, add or reduce money.<\/li>\n<li aria-level=\"1\">Share bank account details like bank name, account number, IFSC code, branch name, UPI ID through Whatsapp.<\/li>\n<li aria-level=\"1\">View account transactions &#8211; Day-wise, week-wise, month-wise, quarter-wise, year-wise, within a date range, and entire transactions.<\/li>\n<li aria-level=\"1\">Download account statement<\/li>\n<li aria-level=\"1\">Track payments across different payment modes<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_add_multiple_bank_accounts_to_myBillBook\"><\/span>How to add multiple bank accounts to myBillBook<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To add a bank account to myBillBook software, follow the below steps &#8211;<\/p>\n<ul>\n<li aria-level=\"1\">Open myBillBook application<\/li>\n<li aria-level=\"1\">Go to \u2018<b><i>Cash &amp; Bank<\/i><\/b>\u2019 section<\/li>\n<li aria-level=\"1\">Click on \u2018+<b><i>Add New Account<\/i><\/b>\u2019 or \u2018+<b><i>Add New Bank<\/i><\/b>\u2019 button<\/li>\n<li aria-level=\"1\">Add the required details in the window like Account Name, Opening Balance, As of Date, Bank Account Number, IFSC Code, Bank &amp; Branch Name, Account Holders Name, and UPI ID.<\/li>\n<li aria-level=\"1\">Once you enter all the details, click on \u2018Submit\u2019<\/li>\n<\/ul>\n<p>On successful completion, you can see your bank account being added under the \u2018Bank Accounts\u2019 section on the page.<\/p>\n<p>Simply click on the bank account name to conduct transactions or to view details. You will see options like &#8211; Add\/Reduce Money, Transfer Money, +Add New Account, Update Bank Details, Download Statement, and List of transactions.[\/vc_column_text][vc_column_text]<span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;\\n&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\"><div class='ai-viewports ai-viewport-1 ai-insert-7-64111035' style='margin: 8px auto; text-align: center; display: block; clear: both; padding-left: 325px;' data-insertion-position='prepend' data-selector='.ai-insert-7-64111035' data-insertion-no-dbg data-code='PGRpdiBjbGFzcz0nY29kZS1ibG9jayBjb2RlLWJsb2NrLTcnIHN0eWxlPSdtYXJnaW46IDhweCBhdXRvOyB0ZXh0LWFsaWduOiBjZW50ZXI7IGRpc3BsYXk6IGJsb2NrOyBjbGVhcjogYm90aDsgcGFkZGluZy1sZWZ0OiAzMjVweDsnPgo8YSBocmVmPSJodHRwczovL215YmlsbGJvb2suaW4vY3JlYXRlLWFjY291bnQvIj4gPGltZyBzcmM9Imh0dHA6Ly9teWJpbGxib29rLmluL3Mvd3AtY29udGVudC91cGxvYWRzLzIwMjMvMDYvZ3Jvdy15b3VyLWJ1c2luZXNzLTEweC0xLnBuZyIgYWx0PSJkb3dubG9hZCBhcHAiPiA8L2E+CjwvZGl2Pgo=' data-block='7'><\/div>\n<script>\n  ai_run_487161871283 = function(){ai_insert_viewport_code ('ai-insert-7-64111035');};\n  if (document.readyState === 'complete' || (document.readyState !== 'loading' && !document.documentElement.doScroll)) ai_run_487161871283 (); else document.addEventListener ('DOMContentLoaded', ai_run_487161871283);\n<\/script>\n<br \/>\n<\/span>[\/vc_column_text][vc_column_text]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Transfer_money_between_two_bank_accounts_added_to_myBillBook\"><\/span>Transfer money between two bank accounts added to myBillBook<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To make an entry of a money transfer between two bank accounts added to myBillBook, follow the below steps.<\/p>\n<ul>\n<li aria-level=\"1\">Go to \u2018Cash &amp; Bank\u2019 option<\/li>\n<li aria-level=\"1\">Click on \u2018Transfer Money\u2019 option<\/li>\n<li aria-level=\"1\">A new window will prompt you to enter \u2018From and To\u2019 bank account details.<\/li>\n<li aria-level=\"1\">Enter the same along with the transfer amount and click on \u2018Save\u2019<\/li>\n<\/ul>\n<p>Upon successfully completing all the steps, the entry will be saved.[\/vc_column_text][vc_column_text]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_remove_a_bank_account_from_myBillBook\"><\/span>How to remove a bank account from myBillBook?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can always deactivate a bank account which is no longer in use or required.<\/p>\n<p>To deactivate a bank account, follow the below steps<\/p>\n<ul>\n<li aria-level=\"1\">Go to \u2018Cash &amp; Bank\u2019<\/li>\n<li aria-level=\"1\">Click on the bank account name you want to deactivate.<\/li>\n<li aria-level=\"1\">Click on the \u2018Update Bank Details\u2019 option<\/li>\n<li aria-level=\"1\">Click on the \u2018Deactivate Account\u2019 option and follow the next steps<\/li>\n<\/ul>\n<p>You will get a confirmation once the account is deactivated.<\/p>\n<p>Even after the account is deactivated, you can still find it under the bank accounts as a deactivated account. Once an account is deactivated, you cannot<\/p>\n<ul>\n<li aria-level=\"1\">Edit details<\/li>\n<li aria-level=\"1\">Add payment\/voucher<\/li>\n<li aria-level=\"1\">Add or reduce or transfer money in and out of the account<\/li>\n<\/ul>\n<p>The only thing you can do is share bank account details through Whatsapp. However, you can reactivate the bank account anytime by clicking on the \u2018Reactivate\u2019 button on the page.[\/vc_column_text][vc_column_text]<span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;\\n&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\"><div class='ai-viewports ai-viewport-1 ai-insert-7-19115489' style='margin: 8px auto; text-align: center; display: block; clear: both; padding-left: 325px;' data-insertion-position='prepend' data-selector='.ai-insert-7-19115489' data-insertion-no-dbg data-code='PGRpdiBjbGFzcz0nY29kZS1ibG9jayBjb2RlLWJsb2NrLTcnIHN0eWxlPSdtYXJnaW46IDhweCBhdXRvOyB0ZXh0LWFsaWduOiBjZW50ZXI7IGRpc3BsYXk6IGJsb2NrOyBjbGVhcjogYm90aDsgcGFkZGluZy1sZWZ0OiAzMjVweDsnPgo8YSBocmVmPSJodHRwczovL215YmlsbGJvb2suaW4vY3JlYXRlLWFjY291bnQvIj4gPGltZyBzcmM9Imh0dHA6Ly9teWJpbGxib29rLmluL3Mvd3AtY29udGVudC91cGxvYWRzLzIwMjMvMDYvZ3Jvdy15b3VyLWJ1c2luZXNzLTEweC0xLnBuZyIgYWx0PSJkb3dubG9hZCBhcHAiPiA8L2E+CjwvZGl2Pgo=' data-block='7'><\/div>\n<script>\n  ai_run_501237548824 = function(){ai_insert_viewport_code ('ai-insert-7-19115489');};\n  if (document.readyState === 'complete' || (document.readyState !== 'loading' && !document.documentElement.doScroll)) ai_run_501237548824 (); else document.addEventListener ('DOMContentLoaded', ai_run_501237548824);\n<\/script>\n<br \/>\n<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"FAQs_on_Multiple_Bank_Accounts_Feature_on_myBillBook\"><\/span>FAQs on Multiple Bank Accounts Feature on myBillBook<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/vc_column_text][vc_column_text]\t\t<div class=\"wp-faq-schema-wrap\">\n\t\t\t\t\t\t<div class=\"wp-faq-schema-items\">\n\t\t\t\t\t\t\t\t\t<h3>How to choose which bank account to display on the invoice?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>In the \u2018Invoice Setting\u2019 can, you can choose which bank account details to display on the invoice. <\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h3>Which platforms support the multiple bank accounts feature?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>You can use the multiple bank accounts feature on all platforms, including web, desktop, Android, and iOS. <\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h3>Which subscribers have access to the multiple bank accounts feature?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>Currently, the multiple bank accounts feature is available to users of the Diamond plan or above. <\/p>\n<p>Silver plan-holders, trial and free plan subscribers would be able to create only one bank account. <\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t[\/vc_column_text][vc_column_text]<\/p>\n<h2 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"Know_more_about_Billing_Software_Billing_Format\"><\/span>Know more about Billing Software &amp; Billing Format<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/3&#8243;][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/mybillbook.in\/s\/pharmacy-billing-software\/\">Pharmacy Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/hospital-billing-software\/\">Hospital Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/jewellery-billing-software\/\">Jewellery Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/kirana-billing-software\/\">Kirana Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/salon-billing-software\/\">Salon Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/business-loan\/\" target=\"_blank\" rel=\"noopener\">Business Loan<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/business-loan\/documents\/\" target=\"_blank\" rel=\"noopener\">Business Loan Documents<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/mybillbook.in\/s\/purchase-order-format\/\">Purchase Order Format<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/proforma-invoice-format\/\">Proforma Invoice Format<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/blog\/delivery-challan-meaning-and-format\/\">Delivery Challan Format<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/blog\/credit-note\/\">Credit Note Format<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/debit-note-format\/\">Debit Note Format<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/business-loan\/eligibility-criteria\/\" target=\"_blank\" rel=\"noopener\">Business Loan Eligibility Criteria<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/business-loan\/government-loan-schemes\/\" target=\"_blank\" rel=\"noopener\">Government Loan Schemes<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/business-loan\/small-business-loan\/\" target=\"_blank\" rel=\"noopener\">Small Business Loan<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/mybillbook.in\/s\/invoice-format\/\">Invoice Format<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/invoice-format-in-word\/\">Invoice Format in Word<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/gst-bill-format-in-excel\/\">GST Bill Format in Excel<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/blog\/balance-sheet-format\/\">Balance Sheet Format<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/bill-book-format\/\">Bill Book Format<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"[vc_row][vc_column][vc_column_text] [\/vc_column_text][vc_column_text] Multiple Bank Accounts in Your Billing Software The multiple bank accounts feature on myBillBook enables you to manage more than one bank account from your billing and accounting software. You can add any type of bank account to [...]","protected":false},"author":9,"featured_media":20903,"parent":18059,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Multiple Bank Accounts in Your Billing Software | myBillBook<\/title>\n<meta name=\"description\" content=\"Do you have more than one bank account for your business? Add all your bank accounts to the myBillBook and manage all your banking transactions on one app.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/mybillbook.in\/s\/banking\/multiple-bank-accounts-in-your-billing-software\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Multiple Bank Accounts in Your Billing Software | myBillBook\" \/>\n<meta property=\"og:description\" content=\"Do you have more than one bank account for your business? 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