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AccountEdge Tips and Tricks Newsletter October 2019

Attention Mac Customers Please do not upgrade to macOS Catalina without checking with us first. Learn more here.

Using Reminder Logs Also known as Contact Logs, Reminder Logs are the records of meetings and transactions you’ve had with customers, vendors, employees, and personal contacts. There is a Reminders tab at the top of each contact's Card Information window. Let’s review how to use this feature. Learn More

MAINTENANCE Company File Maintenance Best Practices All of your transactions, and customer, vendor, and employee records are stored and maintained in your company file. The company file contains all of your accounting data. Therefore, it’s important to maintain your company file’s integrity; let us show you how. Learn More

ACCOUNTING Printing Item Numbers on Purchase Orders The item purchase order form is customized, but the item numbers that are printed on the purchase order are defaulted to the primary vendor’s item numbers. Learn how to print your item numbers instead of the vendor item numbers. Learn More

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