To set up Transaction accounts in InsurancePro:

Each transaction whether it's a payment or check, must be categorized as an "Account" in InsurancePro.  The most common accounts or categories are already set up in the program.  However you may set up our own, edit or delete the existing accounts.

The common accounts set up in InsurancePro are:

• Downpayment
• Monthly Payment
• Endorsement
• Commission
• advertisement
• Rent
• Payroll 

1. From the Main Menu screen select Options.
2. Select Setup InsurancePro Accounts.
3. Double click on the last line, which is blank, and enter your InsurancePro Account description.  (if you used QuickBooks you can type in the description under the QuickBooks Account column as well).
4. To edit the description of an existing account, double click on the description or click and then press F2.
5. To delete an account, highlight the account and then click on the Delete button at the bottom of the screen.
6. These accounts will show up as a selection in areas such as: when writing a check - the Account field or recieving a payment - the Payment for field.