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Accounts General & Category help

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Includes: Editing General Accounts, adding and editing categories.

NB: The top 6 fields are for the accounting software account ID’s. Cheque Credit is Art Centre Bank account and Cheque Debit is Artists Payments account.

The other 4 at the top are not used in any current exporting, but we do reserve them for special export options.

Editing General Accounts

  1. Go to: [Admin] > [Accounts and Category setup]
  2. Click [Edit]
  3. Enter names for the credits and debits respectively as they are reflected in the Quickbooks or the Account Numbers as they are reflected in MYOB (NB: The Receipt credit/Invoice debit etc fields are all the same for MYOB)
  4. Click [Save]

Adding a new category

  1. Go to: [Admin] > [Accounts and Category setup]
  2. Click [+] at the bottom left of the grid. NB Please search for category first.
  3. Enter the description for the new category
  4. Enter the default commission rate
  5. Enter names for the credits and debits respectively as they are reflected in the Quickbooks or the Account Numbers as they are reflected in MYOB (NB: The Receipt credit/Invoice debit etc fields are all the same for MYOB)
  6. Place a tick on Catalogued if this category is to be recorded with a catalog number
  7. Place a tick on Editions if this category can be catalogued as mulitple entries at one time
  8. Place a tick on GST Free for a GST free category, this can't be ticked with either Catalogued or Editions also ticked.
  9. Continue to add more by Clicking the [+] again if needed.
  10. Click [Save]

Editing a category

  1. Go to: [Admin] > [Accounts and Category setup]
  2. Click [Edit]
  3. If you can't see the category to edit either Search by typing in the search field and click Search button, or use the page next at the bottom of the grid.
  4. Make changes and/or add information
  5. Click [Save]

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