How can I find an account quickly?
Goldenseal small business accounting software gives you several ways to quickly locate account records.
The Find command lets you locate records that match values in any field. For example, to quickly find a customer account, follow these steps:
If you don't remember the exact name of the customer, type an asterisk and part of the name- *smith. Goldenseal will find all customer names that include that text anywhere in the name.
When you are in a business transaction record, you can quickly see any accounts that are included in that transaction. For example, in a Sales transaction you can quickly view the Customer account. In an expense transaction, you can see the Vendor and Job accounts.
You can also use cross links to view details for any list, and for other transaction records that are linked to this one.
You can use reports as a "register view" to scan for a specific account. For example, to see a list of all customers, follow these steps:
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