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 -- historical sales

Reasons you may be out of balance -- historical sales

Combining cards

Combining cards

To combine two cards

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