What Sort of Data Do I Need to Enter? (Getting Started)

The information you enter, compute, and track is called data. In Sage 50, your data takes two basic forms:

• Maintenance data--information about your customers, vendors, employees, inventory items, and jobs
• Task data--the daily transactions of your business (invoices, receipts, purchases, payments, paychecks, and so on.)

When you convert from a manual system to Sage 50, much of the initial work is gathering and entering your Maintenance data. You need to also enter some Task data: all outstanding invoices and purchases, and payroll data if you want to track it.

Entering all at once vs. entering as needed

You don't need to enter every record immediately. To display a list of existing accounts, click the Lookup button next to it.

To add a new record, double-click the record ID field. This makes it easy to enter many records at once or to just enter records when you need to record a transaction.