Using cards

In MYOB BusinessBasics, cards are the records of every person and company you do business with. There are four types of cards: customer, supplier, employee and personal. You'll assign a card to each transaction you enter into the MYOB system. You'll enter information about the customer, supplier, employee and personal contact in the Card Information window. This information will be automatically entered when you use the card to create transactions throughout BusinessBasics.

You can create four types of cards. Read the following information carefully, so you're sure you're creating the card you need.

• Customer cards are records of the people and companies to whom you sell your company's items and services. You'll assign customer cards primarily to sales, such as invoices, in the Sales window.
• Supplier cards are records of the people and companies from whom you buy items and services.
• Employee cards are records of the people who work for your company.
• Personal cards are records of all the other people you do business with. Most likely, you won't perform transactions in BusinessBasics with personal cards; however, you may want to keep personal cards to track your business contacts, or you might want to keep your own list of friends and family using personal cards.

Adding cards

Entering historical sales -- An important procedure to perform after creating customer cards

Changing, deleting or inactivating cards