Open the Address Book Screen

You can access the Address Book by clicking the Address Book Icon in the yellow Navigation Panel on the left side of your screen. (If you do not see the yellow menu on the left side of your screen, please go to the View menu and make sure that a check mark appears next to the Navigation Panel menu item to insure that this option is turned on.) You can also select the Address Book option from the View menu. The Address Book screen will show you a list of all the contacts you currently have available, as well as the address, phone number, and e-mail for each of them. You may sort the list by Name, address, group, etc. or you may use the Search function to filter the list for specific criteria.

Creating a new contact in the Address Book

General Tab

1. In the Payee/Payor name field enter the name of the contact that you will use to label this contact.
2. In the Name printed: Same as payee field enter how the name should appear in print on invoices, purchase orders, etc. if different than in step 1.
3. From the pull down Group menu you may select a group with which to associate the contact (helpful in filtering groups of contacts in the search feature).
4. In the Address section enter a street address for the location of the contact. (You will be able to add a different shipping address in the Customer Information section if needed.)
5. Enter the contact's phone number in the Phone field.
6. Enter the contact's e-mail in the E-mail field.

Financial Tab

1. Leave the Use last transaction check box checked. This will always start payments, check drafts, etc. from this contact with the details of the last transaction displayed.
2. If you will be using account information from this contact to create check draft payments, you should complete the Check draft settings section.
1. Enter the contacts bank name in the Bank name field.
2. Select the Bank country from the pull down menu.
3. Enter a Sample check number as a place holder in the check number field, it does not need to be the exact number of a check draft to be created.
4. Using the Symbols buttons and the numeric keys of your keyboard enter the Bank code line EXACTLY as it appears on the contacts check/account without the check number (It is a good idea to ask the contact to provide a voided copy of a check to use as a guide.)

Miscellaneous Tab

1. Enter any comments or notes you wish to add in the Notes type box. These notes will appear in the Notes field of the Address Book screen when a contact is selected.
2. The 3 Custom field type fields can be used to store additional information about the contact. It is a good idea to use a consistent selection for each field for search purposes (for example, you might use field 1 to list the contact's fax number for each contact you add to the Address Book. In this way you always know that Custom field 1 is the fax number).
3. In the Source drop down menu select what to label as the Source of the information about the current contact. This is useful as another means of filtering or searching through contacts.

Customer Information Tab

1. Enter a number to use as an ID for this contact in the Customer number field.
2. If the customer has a shipping address that is different from the General address (found under the General tab) enter it in the Ship To section, or click the Same as General to copy over the first address.

Importing Contacts/Payees into the Address Book

You may also import contact or payee information directly into your Address Book from other software. From the main File menu select Import > Payees...

1. The Import Payee Data wizard will open with a list of formats and programs from which you may import the data.
2. Single click the type to import, for example Peachtree Vendor List, and then click Next.
3. Click the Browse button and find the file to import.
4. Use the drop down Source menu to select a label for the Source field.
5. Click Finish.