Opening & Closing Accounts

In Goldenseal accounting software, each account is a record in your company file database.

Whenever you start doing business with a new person or company, create an account for them. When you stop doing business with them, you can delete or close their account.

How to Create an Account

To create a new customer account, follow these steps:

1. Choose Customers from the Accounts menu
2. Click the New button, or choose New Record from the Edit menu.
3. Enter information about the new customer.
4. For more about data entry in the account, click one of the links above to see specifics for that account.

1. Find the account you'd like to duplicate.
2. Choose Duplicate Record from the Edit menu.
3. Type in a new account name, and change any items that are different in the new account.

HINT-- You can create accounts only if your password allows full access to account setup.

Closing and Deleting Accounts

You can delete any account which has not been used in transactions. To do so, follow these steps:

1. Open the account window, and find the account.
2. Choose Delete Record from the Edit menu.

NOTE-- If the account has been used, you can't delete it, and the Delete Record command will be grayed out. However, you can still close the account (described below).

Once an account has been used, you can't delete it.  But you can close it, so it won't appear in menus.

To close an account, follow these steps:

1. Open the account window, and find the account.
2. Click on the Status popup menu, and change it to Closed.

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