Accounts

To change Sales linked accounts

Note: A change of a linked account is recorded by Audit Trail Tracking

Use the Sales Linked Accounts window to change your Sales linked accounts.

Note:  If you want to change your undeposited funds account

  1. From the Setup menu, choose Linked Accounts; from the submenu that appears, choose Sales 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 Bank 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.
  1. Click OK.


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