Adding card issuer accounts
Before you can add a credit card to your accounting system, you need to enter information for a credit card issuer account. Adding a card issuer account creates a general ledger account for this credit card issuer.
Note: You can add a new card issuer account directly in 4‑7‑1 Add/Edit Issuer Account > Add Card Issuer. There is no need to use 1-7 General Ledger Accounts.
To add a card issuer account:
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Open 4-7-1 Card Issuer Accounts, and then click Add Card User.
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In the Issuer GL Account box, enter a general ledger account number in the Current Liabilities range.
Tip: For more information about available accounts in the Current Liabilities range, click the View existing accounts link.
The Ledger Accounts window that opens is for viewing accounts only. If you open the Ledger Accounts window, you need to close it before you proceed.
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In the Issuer Name box, enter a name.
For example, you could use the name of the card issuer, such as “My Bank—Visa.”
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In the Payee box, type the name of the entity to whom you send the credit card payment check.
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Enter information in the other boxes, as needed.
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Select File > Save.