Lists > Changing a record
Changing a record
You can make changes to:
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accounts
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cards
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categories
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foreign currencies (if you’ve set up the multicurrency feature)
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items
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inventory locations
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jobs
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payroll categories
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tax codes
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time billing activities
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vehicle information
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mileage slips
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standard mileage rates
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departments
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retainers, escrows & trusts
To change a record
1
Display the list to which the record belongs. For example, if you are making changes to an account, display the Accounts List window; if you are changing an item, display the Items List window, and so on.
2
Locate the record you want to change in the list. Use a search method described in ‘Finding a record’, if necessary.
3
Click the zoom arrow () next to it. The record details are displayed in the Information window.
4
Make the required changes and click OK.
Related topics
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Inactivating or reactivating a record
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Deleting a record

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