Skip to content

Adding, editing and deleting contacts

What's a card? 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, suppliers and employees. You also might have set up personal cards for your family and friends.

Creating cards

Depending on the type of card you want to create, here's how to do it:

To create a card for...

see...

a customer

Adding a customer

a supplier

Adding a supplier

an employee (Australia)

Add an employee

an employee (New Zealand)

below

a friend or relative (personal card)

below


Updating cards

Deleting cards

FAQs