Account names and numbers

Accounts Overview > Creating accounts > Account names and numbers

As part of entering basic information about accounts, you'll enter an account number and an account name for each of your accounts.

If you find it easier to recognise your accounts by their names rather than by their numbers, you can set up Accounting Plus so that you can enter accounts and sort your account search lists alphabetically by the accounts' names instead of by the accounts' numbers. If you've marked the preference Use Easy-Fill When Selecting From a List, type the first few characters of the account name and the account will automatically fill in.

To use this option, open the Windows view of the Preferences window, then mark the box labeled "Select and Display Account Name, Not Account Number." The next time you open a window to enter an account, accounts will be displayed according to your preference.

If you'd like to know the account name or account number for any of your accounts, you can click the search arrow next to the account field. The Select from List will appear displaying your list of accounts.

Click below for the step-by-step procedure:

Enter basic information about the account