Date Range on Registers Customer Portal Prepare Bank Deposit - Sortable Columns Link to Deposit ID Last Transaction Date - Advanced Card Search Filter Credit Limit & Hold window Auto Fill on Sales and Purchases Payments Sortable Columns for Pay Bills and Receive Payments Save Custom Notes Customer Statements for Overdue Invoices Sales Tax Rate changes Business Insight reportsOverview Create a company file Easy setup assistant Set up preferences Set a password for the Administrator user ID Set up accounts Enter account opening balancesOverview Set up sales Set up purchases Set up payroll Do an initial bank reconciliation Create item records Enter your inventory opening balances Set up Business Services Set up a Web Store Manage Mobile App Manage AccountEdge Connect Manage Rerun Setup UPS shipping Web Pay SetupReceiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Void Cheques Credit card transactions Credit card payments using Merchant Account ServiceProcessing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card paymentsReconciling your bank accounts Importing statements Analyzing your cash flowCreating a Lead Card Creating a customer card Entering salesEntering a sales transaction Adding and deleting transaction lines, subtotals, and headers in sales transactionsRecording sales with insufficient on-hand item quantities Changing the status of a sale Change Orders Reviewing your sales information Receiving payments Printing payment receipts Printing and emailing payment receipts Credit control Customer credits Dealing with a vendor who is also a customer Accounting for bad debts Manage Retainers, Escrows & Trusts Progress Billing Process Web Orders Web Store Gift Cards Managing Sales Tax Commission TrackingCreating a vendor card Entering purchases Receiving items without a billSet up an accrual account for items received without a vendor bill Record items received without a billCreating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills Preparing electronic payments Recording and settling vendor debits Adding finance charges paid to vendorsCreating payroll categoriesWages Information window Deduction Information window Employer Expense Information window Editing payroll categoriesCreating employee cards Entering employee payroll information Timesheets Processing your payroll Payroll liabilities Reviewing payroll informationViewing pay history Viewing prior year payroll reports Viewing an employee’s accrual balances Analyzing payroll Reviewing payroll liabilitiesPayroll tax formsAbout the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progress Billing Rate LevelsCreating items Creating Item Variations Making inventory adjustments Create Item Kits Inventory locations Building items Counting inventory Reviewing your inventory information Setting item prices Customizing inventoryCreating custom price levels Creating custom lists Custom lists and inventory reports Creating brands list Brands list and inventory reports Weight Creating custom fields Creating tags list Tag list and inventory reportsTrack Web Store Items Track Serial NumbersAdding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records Tracking Mileage Document Manager Email TemplatesFinding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Create copy of a transaction Publishing to iCalAbout the multiple-currency feature Setting up multiple currencies Exchange rates Tracking currency gains and losses Miscellaneous transactionsCreating a card Keeping in touch with your contacts Grouping your contacts Synchronizing AccountEdge cards with Microsoft Outlook contactsExporting your AccountEdge cards to your Outlook contacts Importing your Outlook contacts to your AccountEdge cardsCustomizing cards Reviewing your contact informationTracking financial information Tracking reimbursable expenses Budgets Auditing your records Reviewing financial informationManaging user accounts Backing up and restoring company files Servicing your company fileChequing your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file dateSpecial considerations for networking company filesPreparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations Setting up a company-file folder on a Windows host Accessing the shared company file from a Windows workstation
