Creating cards
Step 6: Enter history for customers, suppliers and salespeople

Step 1 > 2 > 3 > 4 > 5 > 6 > 7 > 8 > 9


If you haven't already read the Cards Overview, see History view (Customer, supplier and employee cards only) for more information.

The Card Information window of the card for whom you wish to enter sales or purchases history should be displayed.

  1. Click the History tab, if you haven't already.
  2. Enter the sales amounts for customers and salepeople and purchases amounts for suppliers for the months that occurred before you began using Accounting Plus. Click the white arrow to change the view from one financial year to another.
  3. Click OK.
  4. You're finished creating the card, continue to Add the card to your records