Creating cards

Step 6: Enter history for customers, vendors and salespeople

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

If you haven’t already read the Cards Overview, see History view (customer, vendor and emplyee cards) for more information.

The Card Information window of the card for whom you wish to enter sales or purchases history should be displayed.

  1. Click the History tab, if you haven’t already.
  2. Enter the sales amounts for customers and salepeople and purchases amounts for vendors for the months that occurred before you began using Accounting Plus. Click the white arrow to change the view from one fiscal year to another.
  3. Click OK.
  4. You’re finished creating the card, continue to Add the card to your records

Creating cards - Step 6