Go to the maintain menu and from in select the default info and click on customers, you will get a new window like the below one: For the purpose of setting customer defaults information, we have to follow the following steps: In G/L Sales Account, we select the general ledger sales account for the customer and without selecting this will not effect the sales transaction to general sales ledger account which is an income account. ![]() In Sales Representative field, we can enter the sales representative that has contact with the customer and for this purpose we must have entered in the Maintain Employees/Sales Reps window. To set up unique sales transaction defaults for each customer record, You can change this information at the transaction level, if necessary. The above table shows all the chart of accounts that has been created We can check the function of that option on the report description Click the general ledger option from that menupīy clicking on the general ledger option a dialogue box will open some what like the followingįrom this table click on to the chart of accounts option to see all the charts of accounts to see the list of all the chart of accounts created by you. Now to check the full list of the the accounts that you have entered click “Reports” button on the top in the menu bar this would open a drop down menu. And to revert back to the immediate back account click the button in which the arrow is facing to the left side. the extreme right button in which the arrow is pointing to the right side. Then on another right side if the magnifier button there are two buttons consisting opposite pointing arrows they are the next and backward button to work on the next account to which is opened click the next button i.e. By double clicking any account you need you can access that account. There you can see the record of all the chart of accounts you have entered along with the account id account description and the account type. To check back the charts of accounts or to access them and retrieve them click the magnifier button on the right side if the account id box a drop down menu would appear like below. Then the same way enter all chart of accounts. The accounts would get saved in the chart of accounts. Set the account type and press the save button on the top of the widow to save or press the keys “Alt” plus “S”. To find the account type quick we can press the key of the starting letter e.g if you need to give the account type as cash you can click on the “C” button on your key board till the time cash appears. There you need to select the account type from the list given. ![]() The cursor would then automatically move to the account type option. Enter the name of the account and press tab key. Then there is another box for the description in which we would write the account name which has to be entered. You will get a window some what like thisįirst there is an option of entering the account id in which we will write the numeric id which has been allotted to the specific account to be entered then press tab and the cursor would move to the description box.
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