accpac simply accounting 9.0 Benutzerhandbuch

Chapter 11:  Adding Historical Information 

User Guide    11–1 

 

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Decide whether to add historical records all at once, or over 
a period of time.  

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Add accounts, vendors, customers, employees, inventory, 
and projects, and their historical records.  

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Finish entering history. 

Historical information consists of all the transactions that you 
completed before you started to use Simply Accounting. These 
include account balances, vendor and customer invoice and 
payment information, employee year-to-date earnings, 
deductions, and expenses, and the quantity and value of 
inventory on hand.  

You should add this information so that your records provide an 
accurate picture of your business dealings and so that Simply 
Accounting can correctly calculate taxes, payroll, inventory 
value, and so on.  

 

 

A History symbol beside an icon indicates that a window is able 
to accept historical transactions. 

  

Note that historical information is not the same as financial 
history, the financial data that Simply Accounting Pro 
accumulates over several years as your business operates. For 
more information on financial history, refer to “Keeping and 
Comparing Additional Years of Financial Information” in 
Chapter 2.