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Add an Account to a Link

Use the View / Create Links tab in the Link Maintenance window to add an account to a link.

To add an account to a link

  1. In the Main Menu window, from the Data Entry menu, click Link/Unlink. The Link Maintenance window appears.

  2. Click the View / Create Links tab.

  3. In the Link Number box, type the link number to add accounts to and then click Get Link. The accounts associated to the link appear in the Accounts in this Link pane.

  4. Click the Search / Add other Accounts tab.

  5. If you haven't already searched for accounts to link, perform the steps for Search for an Account to Link or Unlink.

  6. In the Search Results pane, click the account to link and then click Add to Link. The link number appears in the Link column.

  7. Continue linking accounts that are currently displayed in the Search Results pane, enter new search criteria to locate other accounts to link, or close the Link Maintenance window.

Related Topics

Link or Unlink Accounts

Search for an Account to Link or Unlink

Create a Link Between Accounts

Remove an Account From a Link