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How to Add a Bank Account in C-Store Essentials
How to Add a Bank Account in C-Store Essentials

This article outlines the process to add or update a bank account in C-Store Essentials, including setting up details like the bank name, check number, store logo, and signature

Updated over 2 months ago

Step-by-Step Process

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

    • Click the Forgot Password button if you need help resetting your password

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2. Go to the Manage Bank Account Screen

  • On the left side of the screen, click on the Bank option

  • Next click on Bank Accounts

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3. Add a New Bank

  • On the right side of the screen, click on the plus + sign

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  • On the next screen, add the information requested for your bank account

  • Once you are finished click the Add Bank Account button on the bottom right

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  • After you click the Add Bank Account button you will be redirected back to the Manage bank accounts screen


Frequently Asked Questions

How do I update an existing bank account in C-Store Essentials?

  • To update an existing bank account, locate the specific account you want to change in your list of bank accounts.

  • Click the pencil icon on the right side of the entry to open the editing options, where you can make any necessary updates.

What details can I update for my bank account?

  • You can modify details like the bank name, check number, store logo, and signature as needed when updating your account.

Can I edit multiple bank accounts at once?

  • No, updates must be done individually for each account.

  • Select the pencil icon next to each account to make changes.

What if I can’t find the bank account I need to update?

  • Ensure the account is active and listed in your bank accounts.

  • If it’s missing, check your settings or add it as a new account if needed.

Does adding my bank account information in PDI CStore Essentials link it directly to my bank account?

  • No, adding your bank account information in PDI C-Store Essentials does not link or tie directly to your bank account.

  • It is used for informational purposes only and does not establish a direct connection with your bank.

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