Creating cards
Step 5: Enter history for customers

Step 1 > 2 > 3 > 4 > 5 > 6 > 7


Related topics
History view (Customer cards only)

The Card Information window of the card for whom you wish to enter sales history should be displayed. (To find this window)

  1. Click the History tab, if you haven't already.
  2. Enter the sales amounts for customers for the months that occurred before you began using BusinessBasics. Click the white arrow to change the view from one fiscal year to another.
  3. Click OK.
  4. You're finished creating the card, continue to Add the card to your records