Each transaction, whether it is a payment or a check, must be categorized as an
“Account” in InsurancePro. For example, if you receive a payment from a client
as Down Payment, you will specify that in the “Payment for” field when you
receive the payment. Similarly, when forwarding the payment to the Insurance
Company as a check, you will again have to specify the “Account”.
Most common Accounts
(Categories) already exist in InsurancePro. However, you can always add new ones
by typing it in the “Payment For” field when receiving a payment, or in the
“Account” field when writing a check. You should even record commission checks
that you receive from Insurance Companies as “Payments”, and also record checks
written for Rent, Payroll or any other office expense.
You can edit or delete existing
Accounts, or add new ones through the Account Setup screen. To access this
feature, click on "Options" from the Main Menu.

Then choose "Setup InsurancePro Accounts".

From this screen, you can Manage InsurancePro Accounts. You can Add a new one by
entering an Account in the last line. You can double click on an existing one to
edit. To delete an account, select it from the list and press the "Delete"
button.

QuickBooks Account
You can also specify what an InsurancePro account will be named as when
exporting data to QuickBooks Software from this screen.