Receiving money
Spending money

Changing Receive Money transactions
To change a Receive Money transaction
To change a recurring Receive Money template's name and/or frequency
To change a recurring Receive Money template's line items and additional information

Changing Spend Money transactions
To change a Spend Money transaction
To change a recurring Spend Money template's name or frequency
To change a recurring Spend Money template's line items and additional information

Choosing a linked account for undeposited funds transactions
To choose a linked account for undeposited funds transactions
To record a bank deposit for undeposited funds transactions

Receiving Money using the Receive Money window
Step 1: Select the account where the money from the Receive Money transaction will go
Step 2: Enter details about the Receive Money transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Record the transaction

Spending Money using the Spend Money window
Step 1: Select the account where the money will be drawn from
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Record the transaction

Creating recurring Spend Money templates
To create a recurring Spend Money template

Receiving Money using the Bank Register
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

Spending Money using the Bank Register
Step 1: Select the account where the money will be drawn from
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Record the transaction

Entering withdrawals
To enter a withdrawal using the Record Journal Entry window
To enter a withdrawal using the Spend Money window

Finding transactions
To find a Receive Money transaction
To find a Spend Money transaction
To find a recurring Receive Money template
To find a recurring Spend Money template
To find a bank deposit for undeposited funds transactions

Printing checks
To print checks
To print a single check

Removing transactions
To remove a Receive Money transaction
To remove a Spend Money transaction
To remove a bank deposit for undeposited funds transactions

Removing recurring templates
To remove a recurring Receive Money template
To remove a Spend Money recurring template

Reversing transactions
To reverse a Receive Money transaction
To reverse a Spend Money transaction
To reverse a bank deposit for undeposited funds transactions

Tracking credit card payments
To record purchases made using a company credit card
To record a payment on a credit card account

Transferring funds
To transfer funds using the Record Journal Entry window
To transfer funds using the Spend Money window

Using recurring templates
To use a recurring Receive Money template
To use a recurring Spend Money template

Voiding check numbers
To void a check number