To change Sales linked accounts

Use the Sales Linked Accounts window to change your Sales linked accounts. (To find this window)

Note: If you want to change your undeposited funds account Although you can use Sales Command Center windows to record undeposited customer receipts, the linked account for undeposited funds actually is displayed in the Accounts & Banking Linked Accounts window. If you want to change the account used to track undeposited funds, please use To change Accounts and Banking Accounts linked accounts to do so.

1. From the Setup menu, choose Linked Accounts; from the submenu that appears, choose Receivable Accounts.
2. The Sales Linked Accounts window appears. Review the accounts that were selected for you (or that you previously selected), and make any changes that are needed.

An entry is required for the Asset Account for Tracking Receivables and the Checking Account for Customer Receipts; if you wish to unlink one of these accounts, you must enter another account to replace it.

If you never charge freight, receive customer deposits, give discounts or assess late charges, you can unmark these options. You may be required to enter a linked account in the future if you record a transaction that contains these amounts, however. Even if you don't plan to use these linked accounts, you may find it most convenient to leave the default selections that were provided for you.

If you're unsure of the account you want to use, click the search arrow. A selection window listing all your accounts will appear, and you can select the account you want to use.

3. Click OK.