Contacts

Getting Started

• An introduction to Contacts
• How to set default contact payment terms

Essentials

• Delete or hide a contact
• How to add a new contact
• How to edit a contact's details
• How to generate a statement of account
• Set up a contact as a customer or a supplier
• How to add notes to a contact

See all 7 articles

Importing & Exporting

• How to import contacts
• Importing contacts from Basecamp
• How to export contacts
• CSV file formats for importing contacts