After you add a property, a message appears at the bottom of the screen: Next Step: Add Bank Accounts.
Click the Link to Existing Bank Account button. The screen displays fields for bank accounts.
Complete the screen:
Nickname: Select the bank account.
Cash Account: Select the cash account. Typically you will have an operating cash account and in some cases, a separate cash account for deposits.
If the property has only one bank account, select the Primary check box. This option is selected by default. If you add another bank account, select the Primary check box for the operating cash account. Breeze uses the primary account as a default account for transactions.
If you accept online payments from owners, ensure you select the Primary check box for the account that will receive these payments.
When you click Save, the Next Step: Late Fee Setup appears.
If you select Skip this Step Breeze goes to the Next Step: Add Units.
Checkboxes for Primary and Deposit Accounts
If you have two bank accounts, you can use one as the Primary account and the other as the Deposit account.
Select Primary for the bank/cash account combination you use most often to record receipts and payments. Breeze will use it as the default cash account whenever you enter transactions.
Select Deposit for the bank/cash account combination used to hold security deposit funds. Make sure to select this cash account whenever you enter a receipt for a refundable deposit. If you set up online payments and an owner pays their deposit charge online, those funds will be deposited into this bank account.
You can only have one primary bank and one deposit bank. They can both be the same bank or they can be different banks. (This is the case even when you have multiple banks – Breeze will let you mark one bank as both and leave everything unchecked on any other banks.)