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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 to


Add a record

Adding 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 record

Finding a record

Change a record

Changing a record

Deactivate or reactivate a record

Deactivating or reactivating a record

Delete a record

Deleting a record

Combine records

Combining records