Advanced setup
>
Set up sales
> Optional sales setup tasks
Optional sales setup tasks
In addition to the
Sales Easy Setup Assistant
tasks, you may also want to do the following tasks if they are relevant to your business.
Task
See
Customize forms
Change the appearance of the default invoice and statement forms.
Customizing forms
Import cards
Import customer information from:
•
another company file
•
another accounting system
•
a spreadsheet
•
a text file.
Importing data
Synchronize customer records with Outlook
Synchronize your customer card records with your contact records in Microsoft Outlook.
Synchronizing AccountEdge cards with Microsoft Outlook contacts
Create job records
Create job records to track the progress and profitability of the work you do for your clients.
Jobs
Group cards
Use identifiers and custom lists to group the cards of customers who have similar attributes.
Grouping your contacts
Related topics
■
Advanced tasks
■
Creating a Lead Card
■
Entering sales
■
Receiving payments
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