---
title: "Quick Add a Bank Account"
slug: "quick-add-a-bank-account"
description: "Create a bank account in R365 using the simplified Quick Add window with only the essential required fields."
updated: 2026-06-01T11:00:01Z
published: 2026-06-01T11:00:01Z
canonical: "docs.restaurant365.com/quick-add-a-bank-account"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Add a Bank Account

The **Add bank account** window on the [Bank Accounts page](/doc/docs/bank-accounts-page) allows a new bank account to be added directly from the grid without opening the full Bank Account record. To create a bank account using the complete record form, see [Add a New Bank Account](/doc/docs/adding-a-new-bank-account-or-checkbook).

---

## Security

Users must have the following permissions to create bank accounts using the Quick Add option:

- Banking → Bank Accounts → Create Bank Accounts
- Banking → Bank Accounts → Edit Bank Accounts

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Quick Add a Bank Account

To Quick Add a Bank Account, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Navigate to the **Bank Accounts** page.**

A) Open the **Accounting** application. B) Expand the **Banking** category. C) Select **Bank Accounts**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AMRQMWC2.png)

****2)** **Review existing bank accounts** to determine the **GL account number** and **name**.**

The GL account number determines the account’s position on the balance sheet.

> [!TIP]
> **R365 Best Practices**
> 
> - Use Consistent Numbering Ranges: Assign bank accounts within the ‘Current Assets’ range, typically starting with 1 (e.g., 1000-1999).
> - Leave Room for Expansion: Use increments (e.g., 1010, 1020, 1030) rather than consecutive numbers (1001, 1002, 1003) to allow for future account additions.
> - Be Clear and Specific: Include the Bank Name, Account Type (Checking/Savings/Operating), and Last 4 Digits.
> 
> Example: CITI - Operating - 1234.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SFQI4HON.png)

****3)** Click **Quick add**.**

The **Quick add** button is located in the top-right corner of the page. The **Add bank account** window opens.

> [!NOTE]
> The dropdown arrow next to **+ Quick add** reveals the **Full bank account record** option, which opens the complete [Bank Account record](/doc/docs/bank-account-record) form instead of the simplified window.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J1UN4PIX.png)

****4)** Enter **required account fields**.**

Required fields are indicated with an asterisk.

Complete all required GL account fields.

- **GL Account Number** – Enter a unique value; colons (:) are not allowed.
- **GL Account Name** – Enter a unique name; colons (:) are not allowed.
- **GL Type** – Select a Balance Sheet account type from the dropdown.
- **Legal Entity** – Select a Legal Entity.
- **Bank Account Type** – Select Checking, Savings, Credit Card, or Money Market (default: Checking).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YRXV3111.png)

Additional fields are required for bank accounts used with the [R365 Payments service](/doc/docs/r365-payments-service). This may include:

- Bank Account Number
- Routing Number
- Bank
- Check format

Read more on Step #.

****5)** Enter **optional bank account** **details**.**

- **Location** – Select a Location.
  - > Locations in the dropdown are limited to locations available to the bank account and the current users location access.
- **Bank** – Select from a dropdown of existing banks in R365.
- **Bank Account Number** – Enter a 5–17 digit bank account number, if tracking bank details. This value is hidden for users without the **View Bank Account Numbers** permission.
- **Check Format** – Select US or Canadian (default: US). Changing this value re-validates the **Routing Number**.
- **Routing Number** – Enter a routing number, if tracking bank details. This value is hidden for users without the **View Routing Numbers** permission.
  - US: exactly 9 numeric digits
  - Canadian: `#####D###` (for example, `12345D678`)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FB87C8CT.png)

****6) For** [**R365 Payments**](/doc/docs/r365-payments-service) **users:** Select **Exclude from R365 Payments** for accounts not used with R365 Payments; otherwise, leave this option unchecked.**

> If R365 payments is not enabled, skip to step **#8.**

The Exclude from R365 Payments checkbox controls which fields are required:

- **Unchecked (default — included in R365 Payments):** Bank Account Type, Bank Account Number, Routing Number, Bank, and check format are required.
- **Checked (excluded from R365 Payments):** Those fields are optional.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L60LISYM.png)

****7)** If the account **will be used with R365 payments,** complete the **R365 Payments required fields**.**

The following fields are required for accounts that will be used with R365 Payments:

- **Bank** – Select from a dropdown of existing banks in R365.
- **Bank Account Number** – Enter a 5–17 digit bank account number, if tracking bank details. This value is hidden for users without the **View Bank Account Numbers** permission.
- **Check Format** – Select US or Canadian (default: US). Changing this value re-validates the **Routing Number**.
- **Routing Number** – Enter a routing number, if tracking bank details. This value is hidden for users without the **View Routing Numbers** permission.
  - US: exactly 9 numeric digits
  - Canadian: `#####D###` (for example, `12345D678`)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SVAV5B3T.png)

****8)** Select a **save action**.**

Three options are available at the bottom of the window:

- **Cancel**: Closes the window without saving. All entered data is discarded.
- **Save and open**: Saves the account and opens the full [Bank Account record](/doc/docs/bank-account-record) for additional configuration.
- **Save and close**: Saves the account and closes the window. The new account appears immediately in the bank account list.

> [!NOTE]
> **Note About Missing Routing or Account Number**
> 
> If a routing number or bank account number is missing at the time of save, a warning alerts the user but does not block saving.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8ULCRR1L.png)

Access rights granted to users or user roles that dictate what actions they can perform within the system.

Financial statement showing assets, liabilities, and equity at a specific point in time.