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How to Manage your Cash-Bank account?

An Organization receives payment from their customers and makes payment to their vendors, via cash, cheque, bank transfer, Debit/credit card and wallet etc. Bearbook will helps you to manage all such transactions with all type of payment mode individually and you can easily manage your cash and bank accounts.

Follow below Steps to Add New account:

  • Click on Accounts Menu → Cash & Bank.
  • Now Click on Add Account Button.


  • Add New Account pop-up will be opened.
  • Here you can add Bank-Cash accounts, Credit Cards and Wallets.
  • Select Bank, Add your bank Name and then Click on Save to add a New Bank.
  • After that you can see your bank name in list of Cash & Bank Accounts.
  • In the same way you can also add wallets and Credit Cards.


  • From Cash & Bank, You can receive Sales Invoice Payments, Pay Purchase Invoice Payments, Record your day to day expenses, Add Journal Transactions or Transfer Fund in any Cash or Bank account.
  • If you want to know how to add financial transaction then click here: https://www.bearbook.com/help/add-transactions-payment-in-bearbook
  • You can add Opening Balance in your Cash & Bank accounts from Settings → Opening Balance


  • You can drop us a Message anytime if you want to know anything about Bearbook from the messenger, that is given at Bottom right corner or contact us on +916355071900.
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An Organization receives payment from their customer or makes payment to their vendor i.e., via cash, cheque or bank transfer etc. Bearbook will manage transaction with all payment mode individually and can manage your Cash-Banks account.

Follow Simple Steps to Add New Cash-Bank Account.

  • Go to Cash and Bank.
  • In that, you can see one option of Add Bank, Tap on that.
  • Add Bank Popup will be opened. Enter your new Bank name and Tap on Save.
  • After that you can see your bank name in list of Cash And Bank Accounts. And also, you can add multiple bank accounts.
  • Then You can add Sales Invoice Payment, Purchase Invoice Payment, Journal Transactions and also you can Transfer Fund in Any Bank or Cash account.
  • In future, you can change bank name by tapping on bank name. 
  • You can drop us a Message anytime if you want to know anything about Bearbook from the messenger. For that, Go to More Menu → Help Center Chat with us Or else you can contact us on +916355071900.
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