Adding General Company Information

General information about the company (e.g. the company address) is entered in the My Company Address/Info window. This information can also be edited at any time.

Note: For cross border EFT transactions (NACHA International ACH Transactions), the company name and complete address (street, city, province and postal code) must be entered.

To enter the company information:

In open set of books, click on the uppermost folder in the Database Explorer window on the left.
The My Company Address/Info window should be displayed on the right. If not, click the My Company Address/Info tab at the top of that window.
In a new set of books that has been based on one of the Starter Templates, the Company Name field will contain the name corresponding to the template, e.g. Template Books - Canada. In a new set of books that has been created from scratch, this field will be empty. Simply type the company name in this field, over typing the template name if it exists.
As soon as you move off this field, the name of the uppermost folder in the Database Explorer on the left will change to reflect the company name that has been entered.
Fill in the remaining fields as follows:

My Company Address/Info
Line	Address Information	Value
1	Company Name	Enter the company name in this field. The value entered here will be displayed as the description of the root folder for all Database Explorers in this set of books.
2 to 6	Contact Name Freeform, Salutation, First, Middle and Last Name	If you do not have any requirement to use different components of the contact name separately (e.g. last name), enter the name of the company's contact person in this field. Otherwise, enter the components of the contact name separately, using the Salutation, First Name, Middle Name and Last Name fields.
7 to 12	Street City State/Province Country Zip/Postal Code	Enter the complete address in these fields.
13	Phone Freeform	If you do not have any requirement to use different components of the phone number separately (e.g. area code), enter the phone number in this field. Otherwise, enter the components of the phone number separately, using the country code, area code, prefix, suffix and extension fields.
19	Fax Freeform	If you do not have any requirement to use different components of the fax number separately (e.g. area code), enter the fax number in this field. Otherwise, enter the components of the phone number separately, using the country code, area code, prefix, suffix and extension fields.
25	Email	Enter the email address in this field.
26	Web Site	Enter the web site URL in this field.