Most businesses rely upon sales of goods or services to generate revenue for them. In this portion of the Easy Setup Assistant, you can set up information about your customers and other sales-related information.

Customers and open invoices

Before you begin using this portion of the Easy Setup Assistant, you may find it helpful to gather together a list of your customers, along with their addresses, phone numbers and so on. We also recommend that you gather together a list of all the sales you've made to customers that haven't been fully paid off yet.

Credit terms, types of sales, linked accounts

You'll enter this information about your customers in this part of the setup process. In addition, you'll indicate the credit terms you generally extend to your customers. (AccountEdge will use these credit terms for all your customers when you first enter information about them, but you can change the terms for any of your customers at any time.) You also can choose the type of sale layout (item, service, professional, time billing or miscellaneous) that you plan to use most often, and you'll verify that the linked accounts AccountEdge has chosen for your sales transactions are indeed the accounts you want to use for these transactions.

Note:
You can add information about new customers at any time; you can also make changes to most of your sales information at any time. (Using cards, Maintaining accounts and Making sales)