Exercise 10: Entering Customer Records

In the Home window, choose the Customers icon. From the File menu or the toolbar, choose Create. Move from field to field. On the Ship-To Address tab. On the Options tab...
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Adding Customers (4)

Reminders You can record and recall important information about the customer on the Memo tab. Import and export sales transactions To be able to import and export sales transactions, complete the information on the Import/Export tab. If you and your customer both have Simply Accounting version 7.0 or higher and MAPI-compatible e-mail programs, such as Microsoft Outlook Express or QUALCOMM Eudora, you can e-mail sales invoices and quotes that they can import into their Simply Accounting program. You can also import sales orders that your customers e-mail to you as purchase orders....
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Adding Customers (3)

Taxes Use the Taxes tab to record tax information for this customer. Tax. This column lists all the taxes that you have set up for this company; it does not represent the taxes assigned to the tax code described later. You cannot edit this field. Tax Exempt. This column specifies whether sales to this customer are exempt from the selected tax. Click this field to set to Yes or No as follows:...
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Adding Customers (2)

Internal Customer. This box appears only in Simply Accounting Pro. Check this box if the customer is to be included in Time and Billing to track activities performed for a department within the company, but not included in the customer list used for sales invoices, orders or quotes. Shipping address If you ship goods to a customer at an address different from the mailing address (where you send invoices), record shipping details on the Ship-To Address tab. Otherwise, check the Same As Mailing Address box. This address appears on sales invoices, orders, and quotes beside the mailing address....
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Adding Customers

The Customers window contains records of all the customers with whom your company does business. Each record contains tabs on which you enter information about a customer. You enter information in these fields: Customer. Enter the customers name. The program does not allow you to enter identical customer names. Status. Select whether you want to offer this customer preferred or regular pricing....
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Exercise 9: Adding Vendor Records

In the Home window, choose the Vendors icon. From the File menu or the toolbar, choose Create. On the Address tab. Click the Options tab. Click the Taxes tab, and in the Tax Code field, select GP (which specifies a GST of 7% and PST of 7%). Click the Statistics tab...
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