Is there a difference between creating a new customer and new account?

classic Classic list List threaded Threaded
10 messages Options
Reply | Threaded
Open this post in threaded view
|

Is there a difference between creating a new customer and new account?

L. D. James
Is there a different in creating a new customer and new account?  If
there is a difference, can some specify some components.

Of course it might be the exact thing by a different name.

Thanks.

-- L. James

--
L. D. James
[hidden email]
www.apollo3.com/~ljames
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

Buddha Buck
In GnuCash, a Customer and an Account are vastly different things, each
with their own properties and purpose within the system.

Accounts are one of the fundamental structures of GnuCash and double-entry
bookkeeping in general -- it's where "Accounting" comes from, the keeping
of accounts. An account is a record of funds related to a specific purpose
or entity, and bookkeeping keeps track of the flow of money from one
account to another. When you pay for the gasoline in your car, you are
transferring money from Assets:Cash to Expenses:Auto:Gasoline.

Customers are a feature of the business methods extension to GnuCash, and
allow you to group invoices, payments, credit notes, etc, together to refer
to one entity. You can generate customer-based reports (like statements,
invoices, etc).

Customers don't have an Account associated with them; at best, they are
linked through a chain of internal connections between Customers, Invoices,
Transactions, Splits and Accounts.

So, yes, there's a big difference between creating a new customer and a new
account.


On Wed, Jul 15, 2015 at 10:48 AM Larry D. James <[hidden email]> wrote:

> Is there a different in creating a new customer and new account?  If
> there is a difference, can some specify some components.
>
> Of course it might be the exact thing by a different name.
>
> Thanks.
>
> -- L. James
>
> --
> L. D. James
> [hidden email]
> www.apollo3.com/~ljames
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

Robert Heller
In reply to this post by L. D. James
At Wed, 15 Jul 2015 10:47:29 -0400 "Larry D. James" <[hidden email]> wrote:

>
> Is there a different in creating a new customer and new account?  If
> there is a difference, can some specify some components.

An 'account' relates to money or currency or stock transfers and related
activities. 'Account' in the sense of a Checking Account or a Credit Card
Account or an Expense Account. An account contains transactions (money
transfers with other accounts) and is in some sort of currency and has a type,
etc.

A 'customer' is someone you do business with who pays you for some goods or
services you provide. You might associate (indirectly) an Income Account for
the income you get from the customer when he (or she) pays you. You might have
an Expense Account for expenses related to the job(s) you do for the customer.
A customer has things like billing and shipping addresses and may have a
billing terms setting and have settings relating to tax tables and might have
one or more Jobs.

>
> Of course it might be the exact thing by a different name.

No they are very different things.

If you have no customers (eg if you are not a business), you will still have
accounts.

>
> Thanks.
>
> -- L. James
>

--
Robert Heller             -- 978-544-6933
Deepwoods Software        -- Custom Software Services
http://www.deepsoft.com/  -- Linux Administration Services
[hidden email]       -- Webhosting Services
                                                                                                   
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Robert Heller                      -- 978-544-6933
Deepwoods Software        -- Download the Model Railroad System
http://www.deepsoft.com/  -- Binaries for Linux and MS-Windows
heller@deepsoft.com        -- http://www.deepsoft.com/ModelRailroadSystem/
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

L. D. James
In reply to this post by Buddha Buck
On 07/15/2015 11:14 AM, Buddha Buck wrote:

> In GnuCash, a Customer and an Account are vastly different things,
> each with their own properties and purpose within the system.
>
> Accounts are one of the fundamental structures of GnuCash and
> double-entry bookkeeping in general -- it's where "Accounting" comes
> from, the keeping of accounts. An account is a record of funds related
> to a specific purpose or entity, and bookkeeping keeps track of the
> flow of money from one account to another. When you pay for the
> gasoline in your car, you are transferring money from Assets:Cash to
> Expenses:Auto:Gasoline.
>
> Customers are a feature of the business methods extension to GnuCash,
> and allow you to group invoices, payments, credit notes, etc, together
> to refer to one entity. You can generate customer-based reports (like
> statements, invoices, etc).
>
> Customers don't have an Account associated with them; at best, they
> are linked through a chain of internal connections between Customers,
> Invoices, Transactions, Splits and Accounts.
>
> So, yes, there's a big difference between creating a new customer and
> a new account.
>
>
> On Wed, Jul 15, 2015 at 10:48 AM Larry D. James <[hidden email]
> <mailto:[hidden email]>> wrote:
>
>     Is there a different in creating a new customer and new account?  If
>     there is a difference, can some specify some components.
>
>     Of course it might be the exact thing by a different name.
>

Thanks Buddha, thanks Robert.

I understand what you're saying.  My question might not have been as
clear as intended.  I probably don't have the diction to make fully
clear.  But a reference here and there is a great help.

I understand what both of you have said.  I have introduced Gnucash to
one of my clients who don't have any background in accounting.  I gave
her steps in creating customers and told her when she's needs to bill
someone, start off by entering them in the system using the new (create)
customer option.  Then proceed to making a new invoice for that
customer, and eventually follow thought with adding payments to the
invoice for the customer.

She used the words I created the new account.  I wanted to say, you
didn't create an account, you created a customer.  I wanted to say there
is a difference.  While I choose to refer to the difference by name.  I
wanted more concrete ways of validating why she should call the first
process creating customer instead of creating account (for a customer).

I realize when I go to a vendor the vendors refer to us customers as
having an account with us.  So the customer does have an account.  I
guess in a sense we are creating an account by the customers name. So
while in the actually books there is some similarities, and of course
there is the difference that you guys are mentioning, such as the
customers are living breathing being.  But for the record, what is the
difference when we are looking in the books.

A similar question is the fact that we have more than one data file.  
The building where I'm introducing Guncash have more than one lawyer
there who will have separate data files.  I refer to them as different
businesses... different data files.  She has a tendency to want to refer
to them as different accounts.

While I understand clearly the real difference, I was looking for a good
way to use the right nomenclature to explain this to my client.

That was the sense that I was mentioning.

Thanks again for the input.

-- L. James

--
L. D. James
[hidden email]
www.apollo3.com/~ljames
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

Wm...
Wed, 15 Jul 2015 20:38:51 <[hidden email]>
Larry D. James <[hidden email]> wrote...

>I understand what you're saying.  My question might not have been as
>clear as intended.  I probably don't have the diction to make fully
>clear.  But a reference here and there is a great help.
>
>I understand what both of you have said.  I have introduced Gnucash to
>one of my clients who don't have any background in accounting.  I gave
>her steps in creating customers and told her when she's needs to bill
>someone, start off by entering them in the system using the new
>(create) customer option.  Then proceed to making a new invoice for
>that customer, and eventually follow thought with adding payments to
>the invoice for the customer.
>
>She used the words I created the new account.  I wanted to say, you
>didn't create an account, you created a customer.  I wanted to say
>there is a difference.  While I choose to refer to the difference by
>name.  I wanted more concrete ways of validating why she should call
>the first process creating customer instead of creating account (for a
>customer).
>
>I realize when I go to a vendor the vendors refer to us customers as
>having an account with us.  So the customer does have an account.  I
>guess in a sense we are creating an account by the customers name. So
>while in the actually books there is some similarities, and of course
>there is the difference that you guys are mentioning, such as the
>customers are living breathing being.  But for the record, what is the
>difference when we are looking in the books.
>
>A similar question is the fact that we have more than one data file.
>The building where I'm introducing Guncash have more than one lawyer
>there who will have separate data files.  I refer to them as different
>businesses... different data files.  She has a tendency to want to
>refer to them as different accounts.
>
>While I understand clearly the real difference, I was looking for a
>good way to use the right nomenclature to explain this to my client.
>
>That was the sense that I was mentioning.

Whoa!

I think this is the first time you have mentioned lawyers in this
conversation.  The legal profession uses accounts (both in terminology
and accounting) in ways very unusual to a normal business or individual.

You don't say where you are but every jurisdiction works in a slightly
different way and it is a good 20 years since I last did any specialised
law accounting but here are some reasons why I wouldn't use gnc unless
you are already familiar with legal accounting.

Accounts may refer to money held on behalf of a client or other party,
these are (even if not government mandated) usually kept physically
separate, i.e. different actual bank accounts, in some cases different
banks and multiple bank accounts.  If the money is held in trust there
is a whole layer that goes with that.

The you have fee earners accounts (the lawyers and other people that
generate income) as well as expenses that get allocated to accounts.

It goes on.

I haven't thought about this at any length but I'm not sure I'd
implement gnc in a legal practice with multiple fee earners without
careful analysis.

Maybe I have misunderstood what you are planning?

--
Wm...

_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

L. D. James
On 07/19/2015 03:50 PM, Wm... wrote:

> Wed, 15 Jul 2015 20:38:51 <[hidden email]>
> Larry D. James <[hidden email]> wrote...
>
>> I understand what you're saying.  My question might not have been as
>> clear as intended.  I probably don't have the diction to make fully
>> clear.  But a reference here and there is a great help.
>>
>> I understand what both of you have said.  I have introduced Gnucash
>> to one of my clients who don't have any background in accounting.  I
>> gave her steps in creating customers and told her when she's needs to
>> bill someone, start off by entering them in the system using the new
>> (create) customer option.  Then proceed to making a new invoice for
>> that customer, and eventually follow thought with adding payments to
>> the invoice for the customer.
>>
>> She used the words I created the new account.  I wanted to say, you
>> didn't create an account, you created a customer.  I wanted to say
>> there is a difference.  While I choose to refer to the difference by
>> name.  I wanted more concrete ways of validating why she should call
>> the first process creating customer instead of creating account (for
>> a customer).
>>
>> I realize when I go to a vendor the vendors refer to us customers as
>> having an account with us.  So the customer does have an account.  I
>> guess in a sense we are creating an account by the customers name. So
>> while in the actually books there is some similarities, and of course
>> there is the difference that you guys are mentioning, such as the
>> customers are living breathing being.  But for the record, what is
>> the difference when we are looking in the books.
>>
>> A similar question is the fact that we have more than one data file.
>> The building where I'm introducing Guncash have more than one lawyer
>> there who will have separate data files.  I refer to them as
>> different businesses... different data files.  She has a tendency to
>> want to refer to them as different accounts.
>>
>> While I understand clearly the real difference, I was looking for a
>> good way to use the right nomenclature to explain this to my client.
>>
>> That was the sense that I was mentioning.
>
> Whoa!
>
> I think this is the first time you have mentioned lawyers in this
> conversation.  The legal profession uses accounts (both in terminology
> and accounting) in ways very unusual to a normal business or individual.
>
> You don't say where you are but every jurisdiction works in a slightly
> different way and it is a good 20 years since I last did any
> specialised law accounting but here are some reasons why I wouldn't
> use gnc unless you are already familiar with legal accounting.
>
> Accounts may refer to money held on behalf of a client or other party,
> these are (even if not government mandated) usually kept physically
> separate, i.e. different actual bank accounts, in some cases different
> banks and multiple bank accounts.  If the money is held in trust there
> is a whole layer that goes with that.
>
> The you have fee earners accounts (the lawyers and other people that
> generate income) as well as expenses that get allocated to accounts.
>
> It goes on.
>
> I haven't thought about this at any length but I'm not sure I'd
> implement gnc in a legal practice with multiple fee earners without
> careful analysis.
>
> Maybe I have misunderstood what you are planning

Hi, Wm.  Thanks for the input.  I have mentioned lawyers, doctors and
other professional people many times.  The other professional people
includes doctors, judges, politicians, block clubs, hight school and
college people, teachers and small business owners.

As far as the current customers I made a reference to, it's not
something I'm planning... it's something that I have already put in
place.  My question was about nomenclature while I'm in the process of
teaching the system.

You're right about the intricate legal parts about keeping accounts,
money and things of that source separate and totally accounted for. The
lawyers understand that and have always been doing it.  In fact one of
my lawyer clients, separate from these two I'm referring to, is a
retired judge and has been a lawyer for about the past 15 years.  Her
husband was both a lawyer and judge.  She'll probably be retiring from
her law work soon.

But yea, they understand about the legal requirements of keeping things
separate.  And it's not the Lawyers I'm introducing the system to.  It's
their secretaries and receptionist.

But again, regardless of who will be using the accounting, creating a
new customer, creating a new account, creating a new invoice will still
have the steps provided in Gnucash.

I gave the secretary the steps for creating a new customer.  When she
did it and acknowledged it was done, she told me she created the new
account and gave me the customer's information.

I was just trying to be accurate in saying, the step she did wasn't the
creation of a new account, even though now the customer has an account
in the system.  She created a new customer.  I was trying to get
verification from that group of the nomenclature for that particular
step.  Was I wrong to not refer to the customer entry in the accounting
system as a customer, and not an account.

I'll use the same nomenclature for my clients who rent appointments if I
introduce them to Gnucash.

By the way, I recently became active in my block club.  I don't know
what accounting system they are using.  But I might introduce them to
Gnucash also.

-- L. James

--
L. D. James
[hidden email]
www.apollo3.com/~ljames
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

Wm...
Sun, 19 Jul 2015 16:43:45 <[hidden email]>
L. D. James <[hidden email]> wrote...

>You're right about the intricate legal parts about keeping accounts,
>money and things of that source separate and totally accounted for. The
>lawyers understand that and have always been doing it.

You are wrong!  The lawyers depend on their support staff and often
don't look at their accounts except for once a year.

>But yea, they understand about the legal requirements of keeping things
>separate.  And it's not the Lawyers I'm introducing the system to. It's
>their secretaries and receptionist.

And this is where I feel I must speak out against what you *appear* to
be doing.

>But again, regardless of who will be using the accounting, creating a
>new customer, creating a new account, creating a new invoice will still
>have the steps provided in Gnucash.

Wrong!  They will have an entirely different meaning in context and gnc
has an extremely limited notion of Customer that simply doesn't
translate into the legal world.

>I gave the secretary the steps for creating a new customer.  When she
>did it and acknowledged it was done, she told me she created the new
>account and gave me the customer's information.

Who you think the "Customer" is has nothing to do with the legal
relationship!

>I was just trying to be accurate in saying, the step she did wasn't the
>creation of a new account, even though now the customer has an account
>in the system.  She created a new customer.  I was trying to get
>verification from that group of the nomenclature for that particular
>step.  Was I wrong to not refer to the customer entry in the accounting
>system as a customer, and not an account.
>
>I'll use the same nomenclature for my clients who rent appointments if
>I introduce them to Gnucash.
>
>By the way, I recently became active in my block club.  I don't know
>what accounting system they are using.  But I might introduce them to
>Gnucash also.

You are, in my opinion, a salesman before anything else and I think gnc
should disassociate itself from you if possible.

Liz: this is getting *very* strange, if you refuse this we must talk

--
Wm...

_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

L. D. James
On 07/19/2015 05:42 PM, Wm... wrote:
> Sun, 19 Jul 2015 16:43:45 <[hidden email]>
> L. D. James <[hidden email]> wrote...
>
>> You're right about the intricate legal parts about keeping accounts,
>> money and things of that source separate and totally accounted for.
>> The lawyers understand that and have always been doing it.
>
> You are wrong!  The lawyers depend on their support staff and often
> don't look at their accounts except for once a year.

How are you doing, Wm.  Actually I'm not wrong.  I'm making a reference
to my lawyer clients.  I'm saying they understand.  I know they
understand because I spoke to them when I was setting up this secondary
tool for their secretaries to use.

>> But yea, they understand about the legal requirements of keeping
>> things separate.  And it's not the Lawyers I'm introducing the system
>> to. It's their secretaries and receptionist.
>
> And this is where I feel I must speak out against what you *appear* to
> be doing.
>
>> But again, regardless of who will be using the accounting, creating a
>> new customer, creating a new account, creating a new invoice will
>> still have the steps provided in Gnucash.
>
> Wrong!  They will have an entirely different meaning in context and
> gnc has an extremely limited notion of Customer that simply doesn't
> translate into the legal world.

I wasn't trying to transfer something into a legal world.  I was looking
for normal nomenclature for what is meant by using Gnucash to create a
customer.  It's Gnucash I was interested in.  I wanted to know
(nomenclature-wise) if using "Gnucash's" feature to create a new
customer could be described as I'm creating a new account named John Doe.

When showing my client to use Gnucash, I used the words, create a new
customer.  The client used "Gnucash's" procedure to create a new
customer to enter a name, "John Doe" in the system.  Then she said, I
created a new account.  My question was, can that word "account" be used
in that sense.  I don't know if anyone fully understands what my
question was.  But I tried to clarify it to the people giving input.

I understand that different people and business types will use
Accounting in different ways.  But in this particular case, that wasn't
the scope of my question.  My question was solely about nomenclature
when actually performing the procedure that is provided in Gnucash.
>
>> I gave the secretary the steps for creating a new customer.  When she
>> did it and acknowledged it was done, she told me she created the new
>> account and gave me the customer's information.
>
> Who you think the "Customer" is has nothing to do with the legal
> relationship!

You are so right.  It also has nothing to do with the scope of this
particular question/thread.  I appreciate you taking the time to give
input.  But I'm trying to clarify what I was hoping to have help with...
which in this case, nomenclature.

>
>> I was just trying to be accurate in saying, the step she did wasn't
>> the creation of a new account, even though now the customer has an
>> account in the system.  She created a new customer.  I was trying to
>> get verification from that group of the nomenclature for that
>> particular step.  Was I wrong to not refer to the customer entry in
>> the accounting system as a customer, and not an account.
>>
>> I'll use the same nomenclature for my clients who rent appointments
>> if I introduce them to Gnucash.
>>
>> By the way, I recently became active in my block club.  I don't know
>> what accounting system they are using.  But I might introduce them to
>> Gnucash also.
>
> You are, in my opinion, a salesman before anything else and I think
> gnc should disassociate itself from you if possible.
>
> Liz: this is getting *very* strange, if you refuse this we must talk
>
I don't understand the latter.  I hope the community will continue to
accept me and share experiences two ways.

I don't know where the word salesman come in.  I do try to be many
things, but salesman is one of the last things in my list that I have
ever aspired to be.  I look at myself as a consultant.

-- L. James

--
L. D. James
[hidden email]
www.apollo3.com/~ljames
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

Colin Law
On 20 July 2015 at 14:12, L. D. James <[hidden email]> wrote:
> ...
> When showing my client to use Gnucash, I used the words, create a new
> customer.  The client used "Gnucash's" procedure to create a new customer to
> enter a name, "John Doe" in the system.  Then she said, I created a new
> account.  My question was, can that word "account" be used in that sense.  I
> don't know if anyone fully understands what my question was.  But I tried to
> clarify it to the people giving input.

I think your initial question may have been misunderstood, I think it
was taken to mean that your client had actually created a new gnucash
account rather than a gnucash customer.  I believe the confusion here
shows that you are definitely better off keeping the word account to
mean a gnucash account, not a customer, at least in the context of
gnucash.

Colin

>
> I understand that different people and business types will use Accounting in
> different ways.  But in this particular case, that wasn't the scope of my
> question.  My question was solely about nomenclature when actually
> performing the procedure that is provided in Gnucash.
>>
>>
>>> I gave the secretary the steps for creating a new customer.  When she did
>>> it and acknowledged it was done, she told me she created the new account and
>>> gave me the customer's information.
>>
>>
>> Who you think the "Customer" is has nothing to do with the legal
>> relationship!
>
>
> You are so right.  It also has nothing to do with the scope of this
> particular question/thread.  I appreciate you taking the time to give input.
> But I'm trying to clarify what I was hoping to have help with... which in
> this case, nomenclature.
>>
>>
>>> I was just trying to be accurate in saying, the step she did wasn't the
>>> creation of a new account, even though now the customer has an account in
>>> the system.  She created a new customer.  I was trying to get verification
>>> from that group of the nomenclature for that particular step.  Was I wrong
>>> to not refer to the customer entry in the accounting system as a customer,
>>> and not an account.
>>>
>>> I'll use the same nomenclature for my clients who rent appointments if I
>>> introduce them to Gnucash.
>>>
>>> By the way, I recently became active in my block club.  I don't know what
>>> accounting system they are using.  But I might introduce them to Gnucash
>>> also.
>>
>>
>> You are, in my opinion, a salesman before anything else and I think gnc
>> should disassociate itself from you if possible.
>>
>> Liz: this is getting *very* strange, if you refuse this we must talk
>>
> I don't understand the latter.  I hope the community will continue to accept
> me and share experiences two ways.
>
> I don't know where the word salesman come in.  I do try to be many things,
> but salesman is one of the last things in my list that I have ever aspired
> to be.  I look at myself as a consultant.
>
> -- L. James
>
> --
> L. D. James
> [hidden email]
> www.apollo3.com/~ljames
>
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Reply | Threaded
Open this post in threaded view
|

Re: Is there a difference between creating a new customer and new account?

L. D. James
On 07/20/2015 09:54 AM, Colin Law wrote:

> On 20 July 2015 at 14:12, L. D. James <[hidden email]> wrote:
>> ...
>> When showing my client to use Gnucash, I used the words, create a new
>> customer.  The client used "Gnucash's" procedure to create a new customer to
>> enter a name, "John Doe" in the system.  Then she said, I created a new
>> account.  My question was, can that word "account" be used in that sense.  I
>> don't know if anyone fully understands what my question was.  But I tried to
>> clarify it to the people giving input.
> I think your initial question may have been misunderstood, I think it
> was taken to mean that your client had actually created a new gnucash
> account rather than a gnucash customer.  I believe the confusion here
> shows that you are definitely better off keeping the word account to
> mean a gnucash account, not a customer, at least in the context of
> gnucash.
>
> Colin

Colin.  Thanks for helping the clarify my question.  That was it
exactly.  I also took from the responses that making reference to
accounts to refer to the actual gnucash account was what I did.  I
didn't know how to put it in those very specific terms, but that was
exactly what I was looking for.  I was also looking for a way to
actually put it in specific terms, which now I have.

By the way, all the other points are very important and I appreciate all
the accounting tips that were provided in this thread.

-- L. James

--
L. D. James
[hidden email]
www.apollo3.com/~ljames
_______________________________________________
gnucash-user mailing list
[hidden email]
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.