Contacts

Essentials

• An introduction to Contacts
• Generate a statement of account
• Adding notes to a contact
• How to set default contact payment terms
• Set up a contact as a customer or a supplier

Managing contacts

• Add a new contact
• Edit a contact's details
• Delete or hide a contact

Importing and exporting contacts

• Import contacts
• CSV File Formats for Importing Contacts
• How to export contacts