Accounts Topics List
Accounts
· Maintaining accounts
· Header and Detail accounts
· Account classifications
· Account types
· Creating accounts
To add an account
· Linked accounts
To link an account
· Account names and numbers
· Opening balances
If your conversion month is the first month of your fiscal year
If your conversion month isn't the first month of your fiscal year
To enter detail accounts' opening balances
To learn why a non-zero amount remains to be allocated
· Classification for Statement of Cash Flow
· Bank information
· Budgets
To enter budgets for an account
To use budget shortcuts to enter an account budget
· Multicurrency
To add a foreign currency account
· Historical balances
To enter detail accounts' historical balances
· Changing, deleting or inactivating accounts
To enter detail accounts' historical balances
To change an account's basic information
To change an account's basic information (Easy Setup Assistant)
To change a linked account
To change an account's level (up and down buttons)
To inactivate (or reactivate) an account
To delete an account
Linked Accounts
· Why linked accounts?
· Accounts and Banking linked accounts
To change Accounts and Banking linked accounts
· Sales linked accounts
To change Sales linked accounts
· Purchases linked accounts
To change Purchases linked accounts
· Payroll linked accounts
To change Payroll linked accounts
To override the default linked account for wages expense
To override the default linked account for payroll deductions
To override the default linked account for employer payroll expenses
To override the default linked account for payroll taxes
General Journal entries
· Working with General Journal Entries
· Creating General Journal entries
To make a journal entry
To assign a journal line item to more than one job
Choosing foreign currencies
Entering debits and credits
Assigning line items to jobs
· To transfer funds (Record Journal Entry window)
· Entering transactions in the 13th period
To enter transactions in the 13th period
Windows where you can enter transactions for the 13th period
Finding transactions in the 13th period
· Using General Journal entries to record depreciation
To record depreciation
· Finding, changing, deleting and reversing General Journal entries
To find a transaction
To change a transaction
To delete a transaction
To reverse a transaction
· Using recurring transactions
To create a recurring transaction
To delete a recurring transaction
To record a recurring transaction (transaction window)
To find a recurring transaction