Linked Account

Changing A Linked Account

If you want to use different linked accounts for customer receipts, paying bills, or recording paychecks (for example, if you've recently switched banks), you may need to create a new checking account in your chart of accounts. You can then change the linked account(s).

Creating a checking account

  • In the Accounts Command Center, click Accounts List to open the Accounts List window.
  • In the Accounts List window, click the Asset tab, then click the New button. The Edit Accounts window appears. Asset appears in the Account Classification field.
  • Mark the account as a Detail Checking Account (postable).
  • Enter a number for the account in the Account Number field. The prefix for asset accounts is 1.
  • In the Account Name field, enter a name for the new chequing account.
  • Click OK to add the account to your chart of accounts.

Changing your linked account for customer receipts

  • Choose Setup > Linked Accounts > Receivable Accounts. The Accounts Receivable Linked Accounts window appears.
  • Enter the account number of the checking account you want to use in the Checking Account For Customer Receipts field.
  • Click OK.

Changing your linked account for paying bills

  • Choose Setup > Linked Accounts/Payable Accounts. The Accounts Payable Linked Accounts window appears.
  • Enter the account number of the checking account you want to use in the Checking Account For Paying Bills field.
  • Click OK.

Changing your linked account for payroll checks

  • Choose Setup >Linked Accounts > Payroll Accounts. The Payroll Linked Accounts window appears.
  • Enter the account number of the checking account you want to use in the Payroll Checking Account field.
  • Click OK.

Note: You can choose to override the linked checking account to record a customer receipt, bill payment, or paycheck by choosing the account in the upper left hand corner of the payment windows.