Charge To Accounts

CHARGE TO ACCOUNT: the CHARGE TO is used to assign your income, expenses and other entries to the category or item they belong to. Generally it's a bad idea to try and use the CHARGE TO account to define individual suppliers. You can track WHO you purchased something from using the CHECK PAYEE. The CHARGE TO should be used to assign purchases to the general category they belong in.

For example we have seen accounts where the user will setup up individual accounts for suppliers or drivers in an attempt to keep their purchases or payments separated. The program has fields for doing this, so use the intended fields rather than attempting to use individual account names to separate out the person you are paying (use the CHECK PAYEE to separate vendors). The program comes with a list of default accounts. You can add new accounts any time by selecting ADD NEW from the list. This will allow you to add new accounts as they are needed while you're making your entries.

Just remember to stick to GENERAL CATEGORIES in your CHARGE TO ACCOUNTS and use the MEMO and CHECK PAYEE to track specifics.

You can also add Charge To Accounts through the Quick Entry section. Click Open Account and then Charge To Account to open one there.