The list section of your navigation is a central location to manage all of your variables throughout your bookkeeping system. Here you can add, edit, and delete your contacts, customers, vendors, sales items, and fixed assets. Throughout each section below we will cover adding certain list items as well as how to import data to save you time.

Contacts

1.  Select “Lists” from the main navigation, then select “Contacts”.

2.  Click into the “Add New Contact” section.

3.  Provide a Contact ID and complete the appropriate fields of information.  You may also click “Add Photo” to upload a photo.

4.  Add contact methods.  Select the method type and provide the details.

5.  When complete, click “Save Contact”.

Customers

1. Select “Lists” from the main navigation, then select “Customers”.

2. Click into the “Add New Customer” section.

3. Provide a Customer ID and complete the appropriate fields of information.  You may also click “Add Photo” to upload a photo.  For more information on the printed name, see the article, What is a customer’s printed name

4. Add contact methods.  Start by searching for a contact name from your contact list.

5. When complete, click “Save Customer”.

Vendors

1. Select “Lists” from the main navigation, then select “Vendors”.

2. Click into the “Add New Vendor” section.

3. Provide a Vendor ID and complete the appropriate fields of information.  You may also click “Add Photo” to upload a photo.  For more information on the printed name, see the article, What is a vendor’s printed name

4. Add contact methods.  Start by searching for a contact name from your contact list.

5. Vendors require an expense distribution.  This is the assignment of an account number that is used when making an entry into the ledger.  For example, if your Vendor is Staples, the expense distribution may be office supplies.

6. When complete, click “Save Vendor”.

Sales Items

1. Select “Lists” from the main navigation, then select “Sales Items”.

2. Click into the “Add Sales Item” section.

3. Provide a Sales Item ID and complete the appropriate fields of information.  You may also click “Add Photo” to upload a photo.

4. Sales items require an income distribution.  This is the assignment of an account number that is used when making an entry into the ledger.  For example, if your sales item is pencils, the income distribution may be Office Supplies Revenue.

5. Apply additional options to your sales items. These include the items sales price. Is your sales item discountable when creating an invoice?  Do I charge customers sales tax for this item? Do I have to pay excise tax on this item? These are all important characteristics when setting up sales items.

6. Add Suppliers.  Start by searching for a contact name from your contact list.  This makes it easy when having to reorder product.

7. When complete, click “Save Sales Item”.

Fixed Assets

1. Select “Lists” from the the main navigation, then select “Fixed Assets”.

2. Click into the “Add Fixed Asset” section.

3. Provide an Asset Number and complete the appropriate fields of information.  You may also click “Add Photo” to upload a photo.

4. When complete, click “Save Fixed Asset”.