Create or edit an account

If you work mostly with other companies, you’ll probably want to use accounts to keep track of them.

You can also use accounts to keep track of any vendors you do business with.

Create an account

  1. Go to Sales > Accounts.

  2. Choose New.

  3. Fill in your information. Use the handy tooltips as a guide.

  4. Click Save.

Edit an account

  1. Go to Sales > Accounts.

  2. Open the account and change the information that you want.

  3. Click Save.