We are disappointed to share that we will not be able to offer a Catalina-compliant version of AccountEdge - now or in the future.

IMPORTANT NOTICE FOR MAC USERS

We are disappointed to share that we will not be able to offer a Catalina-compliant version of AccountEdge - now or in the future. Read more.

  • Section: General
  • Last updated: June 6, 2019, 2:44 p.m.

New Checking Account / Linked Accounts

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) so that AccountEdge will use your new checking account by default.

Create a New Checking Account

  1. Go to the top menu bar and select Lists > Accounts.
  2. 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.
  3. Mark the account as a Detail Checking Account.
  4. Enter a number for the account in the Account Number field. The prefix for asset accounts is 1.
  5. In the Account Name field, enter a name for the new chequing account.
  6. Click OK to add the account to your chart of accounts.

Change Your Linked Account for Customer Receipts

  1. Choose Setup > Linked Accounts > Sales Accounts. The Sales Linked Accounts window appears.
  2. Enter the account number of the checking account you want to use in the Bank Account For Customer Receipts field.
  3. Click OK.

Change Your Linked Account for Paying Bills

  1. Choose Setup > Linked Accounts > Purchases Accounts. The Purchases Payable Linked Accounts window appears.
  2. Enter the account number of the checking account you want to use in the Bank Account For Paying Bills field.
  3. Click OK.

Change Your Linked Account for Payroll Checks

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

Change Your Linked Account for Spend/Receive Money Transactions

This one is a little different because the default account for Spend Money and Receive Money transactions is not managed through the linked accounts menu. The default account for these transactions is simply based on the account number. These transactions will default to the first bank account available in the accounts list.

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.