Using cards

In MYOB AccountEdge, cards are the records of every person and company you do business with. You can create four types of cards. You'll assign a card to each transaction you enter into the MYOB system. You'll enter information about the customer, vendor, employee and personal contact in the Card Information window. This information will be automatically entered when you use the card to create transactions throughout AccountEdge.

To be sure you'll create the card you need, read the following information about card types:

• 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 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 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.

• Adding cards

• Entering historical sales for a new customer card and historical purchases for a new vendor card

• Changing, deleting or inactivating cards