Creating Bank Accounts

Short Video 

Access the short video in ShulSchool 

To access your ShulSchool account, follow the steps below: 

1. Login to your Shulcloud account as an Admin.  
   (anyone you want to have access to ShulSchool needs to have at least one admin permission) 
2. Select the "?" in the menu bar. 
3. Click on ShulSchool. 

Add a Bank Account

1. Navigate to Admin > My Lists > Bank Accounts.
2. Select Add New.
3. Enter the name of the Bank Account.
4. Specify whether it will be the default bank account in the system or not.  Checking it off will make it first on the list on the deposit screen.
5. If exporting your financial information over into QuickBooks, make sure to check off the Export Transactions to Financial Software checkbox.
   • Link this bank account to QuickBooks by selecting the drop down menu provided and selecting the entered bank account.  All the information in this drop down menu will be pulled from the existing QuickBooks file.  
6. Specify the QuickBooks Class and Location. (QuickBooks must be setup prior to making this happen.)