Step 1: Select the account where the money from the Receive Money transaction will go
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Record the transaction
Using the Receive Money window
The Bank Register allows you to quickly and efficiently enter all your transactions for asset accounts with checking privileges or liability accounts with credit card privilege from one window. You can also view a complete transaction history for a selected date range of each of these accounts and open the source window of each transaction for more detailed information.
The data entry area appears in the bottom portion of the window and the top portion displays the transactions in a scrollable list.
| Note: The Bank Register window is a convenient tool for data entry
When you enter a Receive Money transaction in the Bank Register window, it is as if you had opened and entered the information in the Receive Money window. The Receive Money window has fields for more information than does the Bank Register. You can click the Split button in the Bank Register window to open the Receive Money window and enter more detailed information. |
The list in the upper left corner of the Bank Register window displays only asset accounts with checking privileges and liability accounts with credit card privilege.
| Warning: Receive Money transactions can't be used to close invoices
If you've recorded orders or invoices for customers using the Sales Command Center, in order to make payments to the orders or invoices, you can enter the payment using the Receive Payment type in the Bank Register window or use the Receive Payments window or the Sales Register window. |
Receiving Money using the Bank Register