AutoEntry companies not integrated with an accounting package (other than AcountsPrep) can create Customer and Supplier records in 'Company Contacts' as follows:

A. Creating Customers/Suppliers individually:

e.g. adding a single Customer

Simply give the Customer a unique code and name.

B. Uploading Customers/Suppliers in bulk:

e.g. uploading multiple Suppliers

Download the sample CSV file,...

...populate the file with unique codes and names,...

...and upload it through the 'Select CSV to Upload' button:

Did this answer your question?