accpac simply accounting 9.0 Benutzerhandbuch

Chapter 4:  Making and Accepting Credit-Card Payments 

User Guide    4–1 

 

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Add credit-card accounts.  

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Enter information about the credit cards you use and accept.  

 

You can accept credit-card payments from your customers, and 
use credit cards to pay for purchases you make from your 
vendors. When you accept a credit-card payment from a 
customer, Simply Accounting automatically calculates any fee 
you owe the credit-card company and keeps track of it in a 
separate account. Later, you can use the Account Reconciliation 
feature to verify the credit-card merchant statements against 
your records.  

Tip:  You’ll find it much easier to keep track of your credit-card 
sales and purchases if you set up an account for each credit card 
you accept or use, rather than having a single account for all 
credit cards. Having separate accounts also makes it easier when 
you reconcile the statements you receive from the credit-card 
merchants whose cards you accept.  

 

1.  In the Home window, choose the Accounts icon. 

2.  For each type of credit card you accept from customers, add:  

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An asset account for the amounts you will collect from 
the credit-card issuer for customer payments.  

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An expense account for the fees you pay to the credit-
card issuer.  

3.  For each type of credit card you use to make payments, add: 

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A payable or liability account for the amounts you will 
pay to the credit-card issuer when they send you a 
statement of the purchases you have made with their 
card.  

† Add accounts 
† Add credit-card info