QB Switch-- Data Entry

Entering data into Goldenseal accounting software records is similar to Quickbooks, but there are a few differences.

Entering Records

Quickbooks windows open to an empty record. They also have an OK and Cancel button.

Goldenseal windows don't open to an empty record. To add a new record, click the New button (you can also hit command/control-N, or choose New Record from the Edit menu).

HINT-- If you prefer the Quickbooks style where windows open to a new empty record, choose Preferences from the Options menu, choose Interface from the submenu, and turn on the Open to Empty Record checkbox.

Saving Records

In Quickbooks, you save a record by clicking the OK button. You click Cancel to delete it.

Goldenseal small business software will automatically save changes when you press the Enter key, hit command/control-S, close the window, or move to a different record. To delete a record, choose Delete Record from the Edit menu.

Clairvoyant Fields

When you start typing in a Quickbooks field that shows accounts or lists, Quickbooks fills in the name that matches what you have already typed.

Goldenseal has similar "clairvoyant" fields, but they show a list of items after you start typing. Sometimes that is an easier way to find the item you want to enter (you can scroll through the list, click on the item, or use the up or down arrow to select an item).

Other Data Entry

Goldenseal accounting software is more forgiving about numbers and dates-- it will correct whatever you typed into a valid value without nagging you.

Customizing Data Entry Forms

To change the appearance of any data entry window, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Accounts, Lists or Transactions from the submenu.
  2. Choose the type of record you'd like to change.
  3. If the transaction has more than one layout, choose the one you'd like to change.
  4. To move an item, click on it and drag to a new location.
  5. To change any text, double-click on the label field and type in new text.
  6. Goldenseal includes optional fields in many types of records. To add a data field, click on the field tool in the palette on the left side of the window (fourth row left), then click and drag at the location where you'd like to add the field. Choose a field from the list and click OK.
  7. When you are finished, choose Save from the File menu, then close the custom layout window.

Click here for general info about differences between Quickbooks and Goldenseal accounting software.
Click here for info about importing data from Quickbooks to Goldenseal.