Accounts Table of Contents

Maintaining accounts
Working with Nominal Journal Entries

Changing account levels
To change an account's level (Up and down buttons)

Changing basic account information
To change an account's basic information

Changing Nominal Journal entries
To change a transaction

Changing linked accounts
To change Nominal Ledger and Banking linked accounts

To change Sales linked accounts

To change Purchases linked accounts

To change default Payroll linked accounts

To change the Wages Expense linked account

To change the linked account for payroll deductions

To change the linked accounts for payroll expenses

To change the linked account for payroll taxes

Changing the reimbursement status of expenses
To reverse a reimbursement (before recording a sale)

Creating accounts
To add an account

To link an account

To enter budgets for an account

To use budget shortcuts to enter an account's budget

To add a foreign currency account

To enter detail accounts' historical balances

To record a Nominal Journal entry
To make a journal entry

To assign a journal line item to more than one job

Entering transactions in the 13th period

Finding Nominal Journal entries
To find a transaction

Inactivating accounts
To inactivate (or reactivate) an account

Linking accounts
To link an account

Using linked accounts

Recording depreciation
To record depreciation


Deleting accounts

To delete an account

Deleting Nominal Journal entries
To delete a transaction

Deleting reimbursable expenses
To delete a reimbursement transaction

Reversing Nominal Journal entries
To reverse a transaction

Transferring funds
To transfer funds (Record Journal Entry window)

Using recurring templates
To create a recurring template

To change a recurring template

To delete a recurring template

To record a recurring transaction

To find a recurring template