---
title: Creating bank accounts
description: Here we'll walk you through how to add a bank account to your company's profile. Before making or receiving a payment, you need to enter your company's bank account information. This change will be do
---

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June 11, 2025

# Creating bank accounts

### **Introduction**

Here we'll walk you through how to add a bank account to your company's profile. Before making or receiving a payment, you need to enter your company's bank account information.

#### Open the *my company* module

This change will be done in the **[my company](https://support.paragon-erp.com/set-up-your-company-information?hsLang=en)** module. 

#### Access the financials tab

Your company's summary page will appear, where you can find all the reference information related to your company (name, address, warehouse locations, contact information, etc.). To **add** a bank account, click the **financials** tab at the top right of the screen.

![](https://support.paragon-erp.com/hs-fs/hubfs/Financials%20in%20my%20company-jpg.jpeg?width=1839&height=871&name=Financials%20in%20my%20company-jpg.jpeg)

#### Add bank account(s)

Your company's general financial and bank information will appear in the financials screen. In order to add a bank account, click the **edit** button in the top right hand corner of the screen.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-23-32-3320-PM-1-1-3-1.png)

Click the **add** button under **bank accounts**.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-23-29-9270-PM-1-1-3-1.png)

The modal below will appear. Add the relevant information for your bank account.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-23-29-0528-PM-1-1-3-1.png)

Click the **accept** button to save. Or click the **cancel** button to revert any changes you made and exit the modal.

Click the **save** button in the bottom right corner of the screen when you're finished adding all your bank accounts.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-23-30-4585-PM-1-1-3-1.png)

 

#### What's next?

You can now receive and make payments with bank accounts! Here are some articles that may be helpful.

[Creating receive payments](https://support.paragon-erp.com/creating-receive-payments?hsLang=en)

[Creating make payments](https://support.paragon-erp.com/creating-make-payments?hsLang=en)

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