Instant Purchase 1-2-3

Here are quick instructions for entering expenses into Goldenseal accounting software, that you pay for immediately.

HINT-- These instructions work on the Sample Company file, and on your own file if you've created Material Supplier, Checking and Credit Card accounts.

A Material Purchase

When you write a check to buy something, follow these steps:

1. Choose Material Purchases from the Costs menu.
2. Click the New button.
3. Enter the vendor into the Supplier field.
4. Type in a brief description of the purchase.
5. If you bought more than one item, click on the Breakdown popup field on the left side of the window and enter Categories, then enter each item you bought into the breakdown table. Otherwise you can just type in a price for a single item.
6. Enter a job into the Job Class and Job fields. You can expense to overhead or to a specific project.
7. Enter a cost category to which this purchase applies.
8. Enter Check into the Payment Method field. NOTE-- If you pay by cash, credit card or debit card, enter Cash, Credit Card or Checking Debit, instead.
9. Enter a bank account into the Details field.
10. Hit the Enter key to save the record. Goldenseal will automatically write a check to pay for the purchase.

NOTE-- Click here for a store credit purchase that you will be billed for, later.

A Credit Card Bill

To write a check to pay a credit card bill, follow these steps:

1. Choose Checking Transactions from the Bank menu, and choose an account from the submenu.
2. Click the New button.
3. Enter Credit Card Account into the Pay To popup field.
4. Enter a credit card into the Account field.
5. Enter the payment amount into the amount field.
6. Hit the Enter key to save the record.

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