Navigation:  Reference by Menu Options > Edit Menu > Edit Client Information >

    Client Data Window

Quick Summary: Allows you edit client data such as name, address, etc.

How to Get There: Edit/Edit Client Information/Add or Edit

Type in the appropriate information and click OK.

A/R Category refers to Accounts Receivable Category.  This field is used when exporting Quicken or Quickbooks data.  See Sharing Data Via Quicken .QIF Files or Sharing Data via Quickbooks IIF Files.