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.