New Features > Create Orders
The Sales Order has been added to AccountEdge Basic. You can easily change a Quote to an Order or an Order to Invoice.
|
||||||
|
||||||
|
||||
New Features Command Center redesign Welcome window redesign Reconcile Accounts Improvements Reminder Log Action Menu Create Orders Track Shipping Details on Invoices 
Itemized Statements Brands Tags Weight Multiple Product Images PCI Compliance Read-only File Setting Web Store Setup AccountEdge Mobile Application Google Maps and Directions Forms Customization redesign Preview PDF before printing Expanded Note fields Enhanced List Search Enhanced Search on Sales Register Personalized Letters Excel Reports Print Deposit Slips Backup to MobileMe Backup now supports ZIP file format
Itemized Statements Brands Tags Weight Multiple Product Images PCI Compliance Read-only File Setting Web Store Setup AccountEdge Mobile Application Google Maps and Directions Forms Customization redesign Preview PDF before printing Expanded Note fields Enhanced List Search Enhanced Search on Sales Register Personalized Letters Excel Reports Print Deposit Slips Backup to MobileMe Backup now supports ZIP file formatIntroduction Setting up your company file Overview Create a company file Easy setup assistant Set up preferences Set a password for the company file Set up accounts Enter account opening balances
Advanced setup Overview Set up sales Do an initial bank reconciliationSet up Credit Card Processing Set up a Web Store Manage Mobile Application
Do an initial bank reconciliation Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Set up Credit Card Processing Set up a Web Store Manage Mobile Application Banking Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions Credit card payments using Merchant Account ServiceReconciling your bank accounts Importing statements Analyzing your cash flow
Credit card payments using Merchant Account Service Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments
Reconciling your bank accounts Importing statements Analyzing your cash flowSales Creating a customer card Entering salesCredit control Customer credits Accounting for bad debts
Entering sales Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions
Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Customer credits Accounting for bad debts Items ListsAdding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining recordsTransactions Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Publishing to iCal
Changing or deleting a transaction Reversing a transaction Recurring transactions Publishing to iCalReports Forms Finding forms Sending forms Customizing formsAdding and editing elements
Sending forms Customizing forms Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms
Adding and editing elementsContact management Creating a card Keeping in touch with your contacts Grouping your contacts Synchronizing AccountEdge cards with Mac Address Book cards Customizing cards Reviewing your contact information
Keeping in touch with your contacts Grouping your contacts Synchronizing AccountEdge cards with Mac Address Book cards Customizing cards Reviewing your contact informationFinancial control End-of-period proceduresMonth-end procedures Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Lock periods
Starting a new fiscal year Task 1: Complete month-end tasks Task 2: Provide information to your accountant Task 3: Enter end-of-year adjustments Task 4: Back up your company file Task 5: Start a new fiscal year Task 6: Optimize and verify your company file
Managing user accounts and company files Managing Master Password Backing up and restoring company files Servicing your company fileTroubleshooting your company file
Servicing your company file Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems
Troubleshooting your company fileImporting and exporting data Exporting data Importing data Managing import and export records
Glossary Importing data Managing import and export records Using OfficeLink Viewing reports in Microsoft Excel (OfficeLink) Modifying OfficeLink templates for Microsoft Excel Creating personalized letters (OfficeLink) OfficeLink templates for personalized letters Viewing reports in Microsoft Excel Creating personalized letters using OfficeLink OfficeLink templates for personalized letters OfficeLink notes and warnings
AppleScripts
