The Card Information window—Profile view is where you enter basic information for the card, such as addresses, contact information and a card ID for each card.
Email enhancements Split jobs on bank statement import Notes added to Transactions Paid today enhancements Visible outstanding credits in salesOverview Create a company file Easy setup assistant Set up preferences Set a password for the company file Set up accounts Enter account opening balancesOverview Set up sales Do an initial bank reconciliationTask 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: ReconcileSet up Credit Card Processing Web Pay Setup Web Store Setup Manage AccountEdge Connect Manage AccountEdge Mobile Manage RerunReceiving 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 ServiceProcessing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card paymentsReconciling your bank accounts Importing statements Analyzing your cash flow [Windows only]Creating a Lead Card Creating a customer card Entering salesTask 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 transactionsChanging the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Printing and emailing payment receipts Credit control Customer credits Accounting for bad debts Process Web OrdersAdding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records Tracking Mileage Email TemplatesFinding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Create copy of a transaction Publishing to iCalFinding forms Sending forms Customizing formsTask 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 formsAdding and editing elementsCreating a card Keeping in touch with your contacts Grouping your contacts Customizing cards Reviewing your contact informationMonth-end proceduresTask 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 periodsStarting a new fiscal yearTask 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 fileManaging Master Password Backing up and restoring company files Servicing your company fileChecking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file dateTroubleshooting your company fileExporting data Importing data Managing import and export recordsUsing 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 warningsAppleScripts