Maintaining accounts
Making General Journal entries

Changing account levels
To change an account's level

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

Changing General Journal entries
To change a General Journal entry
To change a recurring General Journal template's name and/or frequency
To change a recurring General Journal template's line items and additional information

Changing linked accounts
To change Accounts and Banking Accounts linked accounts
To change Sales linked accounts

Creating accounts
Step 1: Choose the type of account you want
Step 2: Enter basic information about the account
Step 3: Enter budgets for the account (optional; detail accounts only)
Step 4: Link the account to a transaction type (optional; detail accounts only)
Step 5: Enter your detail accounts' opening balances
Step 6: Enter your detail accounts' historical balances (optional)

Creating General Journal entries
Step 1: Identify the purpose for the transaction
Step 2: Enter the debits and credits for the transaction
Step 3: Finish the transaction

Creating recurring General Journal templates
To create a recurring General Journal template

Finding General Journal entries
To find a General Journal entry
To find a recurring General Journal template

Inactivating accounts
To inactivate (or reactivate) an account

Linking accounts
Using linked accounts

Recording depreciation
To record depreciation

Recording recurring General Journal entries
To record a recurring General Journal entry

Removing accounts
To remove an account

Removing General Journal entries
To remove a General Journal entry
To remove a recurring General Journal template

Reversing General Journal entries
To reverse a General Journal entry

Transferring funds
To transfer funds using the Record Journal Entry window