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Your company file has lists for different types of records—customers, accounts, tax and GST codes, recurring transactions and so on. This section explains how to add records to lists, and how to deactivate or delete them.

For information about item custom lists and fields, see Customising inventory.

If you need toSee
Add a recordAdding a record
Set up tax codes (Australia)Setting up tax codes (Australia)
Set up GST codes (New Zealand)Setting up GST codes (New Zealand)
Find a recordFinding a record
Change a recordChanging a record
Deactivate or reactivate a recordDeactivating or reactivating a record
Delete a recordDeleting a record
Combine recordsCombining records
 
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