) next to the account you want to delete. The account details are displayed in the 
) next to it. The record details appear in the
Date Range on Registers Customer Portal Prepare Bank Deposit - Sortable Columns Link to Deposit ID Last Transaction Date - Advanced Card Search Filter Credit Limit & Hold window Auto Fill on Sale Payments Sortable Columns for Receive Payments Save Custom Notes Customer Statements for Overdue Invoices Sales Tax Rate changesOverview Create a company file Easy setup assistant Set up preferences Set a password for the company file Set up accounts Enter account opening balancesOverview Set up sales Do an initial bank reconciliationTask 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: ReconcileSet up Credit Card Processing Web Pay Setup Web Store Setup Manage AccountEdge Connect Manage AccountEdge Mobile Manage RerunReceiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions Credit card payments using Merchant Account ServiceProcessing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card paymentsReconciling your bank accounts Importing statements Analyzing your cash flow [Windows only]Creating a Lead Card Creating a customer card Entering salesTask 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactionsChanging the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Printing and emailing payment receipts Credit control Customer credits Accounting for bad debts Process Web OrdersAdding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records Tracking Mileage Email TemplatesFinding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Create copy of a transaction Publishing to CalendarFinding forms Sending forms Customizing formsTask 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on formsAdding and editing elementsCreating a card Keeping in touch with your contacts Grouping your contacts Customizing cards Reviewing your contact informationMonth-end proceduresTask 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Lock periodsStarting a new fiscal yearTask 1: Complete month-end tasks Task 2: Provide information to your accountant Task 3: Enter end-of-year adjustments Task 4: Back up your company file Task 5: Start a new fiscal year Task 6: Optimize and verify your company fileManaging Master Password Backing up and restoring company files Servicing your company fileChecking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file date Troubleshooting your company fileImporting and exporting dataExporting data Importing data Managing import and export recordsUsing OfficeLink Viewing reports in Microsoft Excel (OfficeLink) Modifying OfficeLink templates for Microsoft Excel Creating personalized letters (OfficeLink) OfficeLink templates for personalized letters Viewing reports in Microsoft Excel Creating personalized letters using OfficeLink OfficeLink templates for personalized letters OfficeLink notes and warnings AppleScriptsGlossary ■[Create/Convert to] Order Select to convert a quote to an order. This button appears only for saved quotes. ■[Create/Convert to] Invoice Select to convert a quote or an order to a invoice. This button appears only for saved quotes and recorded orders. ■Save as Recurring Sale Select to save the sale as a recurring transaction and set up a schedule for recording it in the future. ■Create Copy Select to create a copy of the sale. This option is only available on an existing quote, order and invoice. ■Use Recurring Sale Select to choose a recurring sale to record. This option is only available on a new quote, order, and invoice. ■Add Reimbursable Expense Select to be reimbursed for expenses you have incurred on a job for the customer. ■Apply to Sale Select on a credit memo to apply to a sale for the same customer. ■Pay Refund Select on a credit memo to pay a refund to the same customer. This option will open the Settle Returns & Credits window displaying a check to the customer. ■[Create/Convert to] Order ■[Create/Convert to] Invoice ■Save as Recurring Sale ■Create Copy ■Use Recurring Sale ■Add Reimbursable Expense ■Apply to Sale ■Pay Refund ■[Create/Convert to] Order Select to convert a quote to an order. This button appears only for saved quotes. ■[Create/Convert to] Invoice Select to convert a quote or an order to a invoice. This button appears only for saved quotes and recorded orders. ■Save as Recurring Sale Select to save the sale as a recurring transaction and set up a schedule for recording it in the future. ■Create Copy Select to create a copy of the sale. This option is only available on an existing quote, order and invoice. ■Use Recurring Sale Select to choose a recurring sale to record. This option is only available on a new quote, order, and invoice. ■Add Reimbursable Expense/Mileage Select to be reimbursed for expenses/mileage you have incurred on a job for the customer. ■Apply to Sale Select on a credit memo to apply to a sale for the same customer. ■Pay Refund Select on a credit memo to pay a refund to the same customer. This option will open the Settle Returns & Credits window displaying a check to the customer. ■Save as Recurring Sale ■Create CopyAccounts List [Summary] Accounts List [Detail] As Of 9/12/17 Account Transactions 1/1/17 through 12/31/17 Linked Accounts