Creating cards

Step 8: Enter historical sales for customers

Step 1 > 2 > 3 > 4 > 5 > 6 > 7 > 8 > 9

If you haven’t already read the Cards Overview, see An important procedure to perform after creating customer and vendor cards for more information.

Note: Historical sales are different from the sales history you may have entered earlier!

 If you completed step 6, you entered monthly sales totals for your customers and employees for the months that occurred before you began using AccountEdge; that information is useful for reporting purposes, but is optional.

The historical sales you enter in this step are different -- they’re sales that your customers made before you began using AccountEdge but haven’t fully paid off yet. Because your customers still owe you money for their purchases, it’s important that you record these sales in AccountEdge. This step isn’t optional.
  1. From the Setup menu, choose Balances/ Receivable Balances to open the Receivable Balances window.

  2. Note the amount that appears in the Linked Receivable Accounts Balance field at the bottom half of the Receivable Balances window. You should enter historical sales that, when totaled, equal this amount.

  3. Click the zoom arrow in the scrolling list next to the name of a customer to whom you’ve made historical sales. The scrolling list changes to show all the historical sales that exist for the customer. (If you’re just starting out, no sales appear in the scrolling list.)

  4. To enter a historical sale, click the Add Sale button. The Historical Sale window appears.

  5. Enter all information that applies to the historical sale. When you reach the Total Including Tax, be sure to enter the remaining amount of the sale, not the original amount. Also select the tax code from the Select from List; the tax portion of the amount entered in the Total Including Tax will display. When you’re finished entering the historical sale, click Record.

  6. Continue entering historical sales for all customers until the amount that appears in the Out of Balance Amount field of the Receivable Balances window is zero (or as close to zero as you can get it). When you’re finished, click the Close button in the Receivable Balances window.

Creating cards - Step 8