FAQ ID # 119 - How do I set up InsurancePro Accounts?

FAQ ID # 119

Last Update : 2009/12/07

Question / Issue

How do I set up InsurancePro Accounts?

Answer / Solution

Select Options from the Main Menu screen.
Then select Setup InsurancePro Accounts.
To add an account, double-click or press F2 on the last blank line of the screen.
Enter a name for the account.
If you use QuickBooks, enter the name of the account used in that program.
Enter your default dollar amount.
Enter your default dollar fee amount.
Once you have entered all of your accounts, click on Done to close the screen.

Related FAQs

	How do I set up my bank accounts in InsurancePro?

Direct Link to This FAQ

http://www.itcdataservices.com/support/IP6FAQ/?f=119

Tags

InsurancePro accounts setup