Creating cards

Cards Overview > Creating cards

Step 1: Select the type of card you need and enter card details
Step 2: Enter selling, payroll and buying details (customers, employees and vendors only)
Step 3: Enter payment details (customers and vendors)
Step 4: Make a Contact Log entry
Step 5: Enter jobs (customers)
Step 6: Enter history for customers, vendors and salespeople
Step 7: Add the card to your records
Step 8: Enter historical sales for customers
Step 9: Enter historical purchases for vendors

You can create four types of cards. Read the following information carefully, so you're sure you're creating the card you need.

  • Customer cards are records of the people and companies to whom you sell your company's items and services. You'll assign customer cards primarily to sales, such as invoices, in the Sales window.

  • Vendor cards are records of the people and companies from whom you buy items and services. You'll assign vendor cards primarily to purchases, such as bills, in the Purchases window.

  • Employee cards are records of the people who work for your company.

  • Personal cards are records of all the other people you do business with. Most likely, you won't perform transactions in AccountEdge with personal cards; however, you may want to keep personal cards to track your business contacts, or you might want to keep your own list of friends and family using personal cards.

You'll create cards in the Card Information window. The window has several possible views:

When a card type is chosen you'll be able to enter information in the views that apply to the card type. If you're creating a customer or vendor card, see An important procedure to perform after creating customer and vendor cards.

Click below for the step-by-step procedure:

Creating cards

Cards Overview - Creating cards