Advanced setup
>
Set up purchases
> Optional purchases setup tasks
Optional purchases setup tasks
In addition to the
Purchases 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 purchase orders and other forms.
Customizing forms
Import cards
Import vendor information from:
•
another company file
•
another accounting system
•
a spreadsheet
•
a text file.
Importing data
Group cards
Use identifiers and custom lists to group the cards of vendors who have similar attributes.
Grouping your contacts
Related topics
■
Advanced tasks
■
Creating a vendor card
■
Entering purchases
■
Paying bills
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