To automatically create a business contact
If you haven't already read the Business Contacts Overview, see Creating business contacts for more information.
- From the Setup menu, choose Preferences to open the Preferences window.
- If you want MYOB Accounting Plus to make an automatic business contact every time you record a cheque or deposit, click the Chequebook tab in the Preferences window, then mark the Make a Contact Log Entry for Every Cheque selection and/or the Make a Contact Log Entry for Every Deposit selection.
If you want Accounting Plus to make an automatic business contact every time you record a sale, click the Sales tab and mark the Make a Contact Log Entry for Every Sale: Invoices, Orders, Quotes selection.
If you want Accounting Plus to make an automatic business contact every time you record a purchase, click the Purchases tab and mark the Make a Contact Log Entry for Every Purchase: Bills, Orders, Quotes selection.
- When you're finished making your selections, click OK. From this point on, a business contact will be made automatically for each type of transaction you marked in step 2.