002-Setup Company Data

Set up 1. Customers, 2. Vendors, 3. Products & Services

  1. Generate List of Customer / Vendor / Products/Services sold

  2. Set Up Customer: Accountant Tools / Sales / Transactions / Customer

Set Up Customer Data
4.2.input.cust.data
4.4.input.multi.cust.data

Returning Inactive COA Accounts to Active: Goto Gear by COA, choose Active


Setup Vendor Data / 31:00

  • Set Up Vendor Data: Accountant Tools / Expenses / Vendors / New Vendor
Set Up Vendor Data
4.3.input.vendor.data

Setup Products & Services / 34:07

  • Set Up Vendor Data: Accountant Tools / Sales / Products & Services / New
Input & Manage Products & Services Lists
5.1.sales.prods.services.lists
5.2.sales.prods.services.types
  • Congrats you are ready for business!

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