To automatically create a business contact

If you haven’t already read the Business Contacts Overview, see Creating business contacts for more information.

  1. From the Setup menu, choose Preferences to open the Preferences window.

  2. If you want MYOB AccountEdge to make an automatic business contact every time you record a check or deposit, click the Checkbook tab in the Preferences window, then mark the Make a Contact Log Entry for Every Check selection and/or the Make a Contact Log Entry for Every Deposit selection.

    If you want AccountEdge to make an automatic business contact every time you record a sale, click the Sales tab and mark the Make a Contact Log Entry for Every Sale: Invoices, Orders, Quotes selection.

    If you want AccountEdge to make an automatic business contact every time you record a purchase, click the Purchases tab and mark the Make a Contact Log Entry for Every Purchase: Bills, Orders, Quotes selection.

  1. When you’re finished making your selections, click OK. From this point on, a business contact will be made automatically for each type of transaction you marked in step 2.

To automatically create a business contact