The Accounts List window should be displayed.

1. Click a tab at the top of the Accounts List window to choose the account type you want. These specific accounts must be assigned the following account types:
• Yourcompany’s checking accounts must be asset accounts.


• If you plan to track credit card purchases using a specific AccountEdge account, the credit card accounts must be liability accounts.


• If you plan to use an undeposited funds account to store all your daily receipts so that you can enter a single deposit at your bank, the undeposited funds account must be an asset account.


2. When you’ve selected a tab, click the New button at the bottom of the window to open the Edit Accounts window.