Creating a card

https://help.myob.com/wiki/x/FAqy

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You need to create a card for an individual or business if you want to perform any of the following tasks:

record sales and track the amounts owed to you
record purchases and track the amounts owing to suppliers (Not Basics)
print mailing labels
print personalised letters
record contact details.

When you set up your company file, you may have created cards for your customers, and suppliers and employees. In addition to these cards, you can create personal cards for your friends and relatives.

You can delete a card if it hasn't been used it in a transaction. But if it has, you can make it inactive to remove it from your lists.

If you want to create a card for…	See
a customer	Add a customer
a supplier	Add a supplier
an employee (Australia)	Add an employee
an employee (New Zealand)	below
a friend or relative (personal card)	below

To add a personal card

Go to the Card File command centre and click Cards List. The Cards List window appears.
Click New. The Card Information window appears.
Select the Personal card type from the Card Type list.
Type the name for the card and press Tab.
If you want to, complete the other fields in the Profile tab.
Click the Card Details tab. In this tab, you can:
- add a picture—see Card pictures.
- enter a card ID—these are useful for grouping your cards. See Card identification codes.
- use custom lists and fields—you can record additional information about the card. See Customising cards.
When you have finished entering the card details, click OK to save the card and close the Card Information window.

To add an employee card (New Zealand)

Go to the Card File command centre and click Cards List. The Cards List window appears.
Click New. The Card Information window appears.
Select the Employee card type from the Card Type list.
Type the name for the card and press Tab.
If you want to, complete the other fields in the Profile tab.
Click the Card Details tab. In this tab, you can:
- add a picture—see Card pictures.
- enter a card ID—these are useful for grouping your cards. See Card identification codes.
- use custom lists and fields—you can record additional information about the card. See Customising cards.
When you have finished entering the card details, click OK to save the card and close the Card Information window.

FAQs

How can I update multiple cards at once?

If you need to update lots of cards, you can:

Export the cards you want to update
Open and modify the exported file using Microsoft Excel
Import the updated information back into AccountRight

The video below shows how to use this process to update stock prices, but the principle is the same for updating cards.

Can I change a customer card to a supplier card (or vice-versa)?

Once you've created a card, you can't change the Card Type. So if you need to change a customer to a supplier or vice-versa, you'll need to create a new card.

You can delete a card if it hasn't been used it in a transaction. But if it has, you can make it inactive to remove it from your lists.

How do I change details in an existing card?

If you need to change the details in an existing card:

Open the card (go to Card File > Cards List > click the applicable tab > click the zoom arrow to open the card).
Make the required changes.
Click OK.

For details on where specific information is recorded in a card, see above for information about specific card types (customers, suppliers, etc.).

Related topics

Integrate MYOB Payroll (NZ)