Manuals Online help Other resources

Command centers Action menu Calendar (date entry) Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys Default screen font Spell-check

Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile

Activating Credit Card Processing

Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments

Undoing an account reconciliation

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

Credit limits Credit holds

Settling credits

Note: to access this log, go to the Documents folder and click AccountEdge Basic v3 folder and then click Shopify Logs.

Creating custom lists Custom lists and item reports Creating brands list Brands list and sales reports Weight Creating custom fields Creating tags list Tag list and item reports

Adding records using Easy-Add

Combining cards Combining accounts Combining items

Company vehicles list Mileage Rates Mileage Slips

Changing a transaction Deleting a transaction

Setting up recurring transactions Recording recurring transactions Reminders

Publishing an invoice to Calendar Publishing a recurring transaction to Calendar Publishing a reminder to Calendar

Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details

Sending forms when you record a transaction Sending forms in a batch Advanced filters

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 data and label elements Adding and editing graphic elements Editing all elements with common commands

Personalized letters Mailing labels Reminder log Other ways to keep in touch

Custom lists

Card identification codes Card pictures Lead Source and Status

Reminders

Accounts Jobs Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer

Entering budget amounts Budget Shortcuts window

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

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

Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file date Troubleshooting your company file

Exporting data Importing data Managing import and export records Glossary ■[Create/Convert to] Order Select to convert a quote to an order. This button appears only for saved quotes. ■[Create/Convert to] Invoice Select to convert a quote or an order to a invoice. This button appears only for saved quotes and recorded orders. ■Save as Recurring Sale Select to save the sale as a recurring transaction and set up a schedule for recording it in the future. ■Create Copy Select to create a copy of the sale. This option is only available on an existing quote, order and invoice. ■Use Recurring Sale Select to choose a recurring sale to record. This option is only available on a new quote, order, and invoice. ■Add Reimbursable Expense Select to be reimbursed for expenses you have incurred on a job for the customer. ■Apply to Sale Select on a credit memo to apply to a sale for the same customer. ■Pay Refund Select on a credit memo to pay a refund to the same customer. This option will open the Settle Returns & Credits window displaying a check to the customer. ■[Create/Convert to] Order ■[Create/Convert to] Invoice ■Save as Recurring Sale ■Create Copy ■Use Recurring Sale ■Add Reimbursable Expense ■Apply to Sale ■Pay Refund ■[Create/Convert to] Order Select to convert a quote to an order. This button appears only for saved quotes. ■[Create/Convert to] Invoice Select to convert a quote or an order to a invoice. This button appears only for saved quotes and recorded orders. ■Save as Recurring Sale Select to save the sale as a recurring transaction and set up a schedule for recording it in the future. ■Create Copy Select to create a copy of the sale. This option is only available on an existing quote, order and invoice. ■Use Recurring Sale Select to choose a recurring sale to record. This option is only available on a new quote, order, and invoice. ■Add Reimbursable Expense/Mileage Select to be reimbursed for expenses/mileage you have incurred on a job for the customer. ■Apply to Sale Select on a credit memo to apply to a sale for the same customer. ■Pay Refund Select on a credit memo to pay a refund to the same customer. This option will open the Settle Returns & Credits window displaying a check to the customer. ■Save as Recurring Sale ■Create Copy