Cards Topics List

Cards Topics List

Using Cards

· Using cards

Adding cards

· Adding cards

· To add a customer card

To add a customer card (Easy Setup Assistant)

Assigning credit terms to your customers

To set default credit terms for all new customers

To set or change credit terms for a single customer

To place a customer on credit hold

Assigning multiple pricing levels

Specifying tax codes

Specifying tax information

· To add a vendor card

To add a vendor card (Easy Setup Assistant)

Entering credit terms assigned to you by vendors

To set default credit terms for all new vendors

To set or change credit terms for a single vendor

To set up a 1099 vendor

Tracking vendor payments on a 1099 statement

Specifying tax codes

Specifying tax information

Tracking time billing activities

· To add an employee card

To add an employee card (Easy Setup Assistant)

Tracking time billing activities

· Assigning a currency to customer, vendor and employee cards

· To add a personal card

Entering historical sales and purchases

· Entering historical sales and purchases

· To enter an historical sale for a customer

· To enter an historical purchase for a vendor

· To understand an out of balance amount

Reasons you may be out of balance

Finding, changing and deleting cards

· Changing, deleting or inactivating cards

· To find a card

· To change a card

· To change a card (Easy Setup Assistant)

· To inactivate (or reactivate) a card

· To delete a card

· To delete a card (Easy Setup Assistant)

Business contacts

· Maintaining business contacts

· Creating business contacts

To manually create a business contact

To automatically create a business contact

· Finding business contacts

To find any business contact

To find a list of people you need to recontact

· Removing business contacts

To remove business contacts

· Suggestions for using the Contact Log

To remind yourself to do a task

To track the usage of a company car

To track business travel