Third Party Accounts
Set up a third party account to receive and record payments for an application that works outside of Connect. You can create categories and distributions for a third party account, set the default balance due and payment amount, and assign an override GL account.
This view was updated in the 2023.11 release.
In this section
What is a third party account?
How do I add a category for a third party account?
How do I add a distribution for a third party account?
How do I add a third party account?
How do I change the balance due on a third party account?
How do I delete a third party account?
How do I link a third party account to an existing customer?
Copyright © 2025 Caselle, Incorporated. All rights reserved.