Creating cards

Step 7: Add the card to your records

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

Be sure the card you want to add to your records is displayed in the Card Information window.

Simply click the OK button to add the card to your records and close the Card Information window. The Cards List window will appear; the new card will be displayed in the list.

If you’ve just added a customer or vendor card, we suggest you read An important procedure to perform after creating customer and vendor cards in the Cards Overview to continue setting up your customer and vendor information.

Creating cards - Step 7