Account Codes

Account codes can be used to store the income or expense code, so that when the Invoice created for a Contact is transferred to your accounting system, the income/expense will be allocated to the correct account.

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Setup required before use Where Is It?

Connect

Contacts > General tab

Enter an account code

Complete the following steps

  1. Open a Contact.
  2. At the lower part of the screen an account code field is present.
  3. Type in a value.
  4. Save and Close.

Tip: Learn how to Sync to your accounting system

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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