What kinds of activities can you perform?
You can perform activities related to a list by using the list's menu buttons.
For the Customer, Vendor, and Employee Center lists, menu buttons are at the
top left corner of the appropriate center. For all other lists in the Lists menu,
the menu buttons are at the bottom of the list.
Here are some of the things you can do:
Customers & Jobs list: Write an invoice, prepare an estimate
for a customer, receive a payment from a customer, write a refund check to a
customer, or prepare a
Vendor list: Enter a bill from a vendor, pay
your bills, or write a purchase order.
Item list: Write an invoice, enter a sales receipt, change
your prices, write a purchase order, receive items on order, enter a bill for
items previously received, or make inventory adjustments.
Chart of accounts: Write a check, make a deposit, enter a
credit card charge, transfer money between accounts, reconcile an account with
your bank or credit card statement, or open an account register.
Display the list.
If the activity involves an entry in the list, select the entry.
For a Center list (Customers & Jobs, Vendors, or Employees),
click the menu button at the top of the center for the activity you want to
perform. For example:
Click New Customer & Job, New Vendor, or New Employee to create a
new list entry. To modify existing entries, right-click a list entry and choose
an option from the menu, or go to the Edit menu and click an option.
Click New Transactions (in the Customer or Vendor Center) or Related Activities
(in the Employee Center) to perform an
activity that uses an entry
in the list or all the items in the list. For example, use the New Transactions drop-down
menu to enter bills for the selected vendor or to create a customer invoice.
Click Print to print the list, the details displayed in
the Information area, or the transactions displayed below the information area.
For a list accessed from the Lists menu, click the
menu button at the bottom of the list for the activity you
want to perform:
Click the list name button at the bottom of the list to perform an
activity that affects the status of the list and its items. This button
has choices such as New, Edit, Make Inactive, Delete,
and so on.
Click Activities to perform an activity that
uses an entry in the list or all the items in the list.
Click Reports to create a report about the
entries in the list.
Choose the activity from the drop-down menu that is displayed.
You can also right-click on a list item to open a menu of the
most common tasks performed on list items.